Femorning Daily 30.05.2024

财经早餐

11个月前

1. According to China Daily, it is reported that China may invest about 6 billion yuan in the research and development of all solid state batteries, including six companies including CATL, BYD, FAW, SAIC, Weilan New Energy, and Geely, which may receive government basic research and development support. This unprecedented project in the industry is led and implemented by relevant government departments, encouraging eligible enterprises to carry out research and development.

1、中国日报消息,据悉,中国或将投入约60亿元用于全固态电池研发,包括宁德时代、比亚迪、一汽、上汽、卫蓝新能源和吉利共六家企业或获得政府基础研发支持。此项行业内史无前例的项目由政府相关部委牵头实施,鼓励有条件的企业开展研发。


2. According to data from the Ministry of Finance, the total operating revenue of state-owned enterprises from January to April was 26192.36 billion yuan, a year-on-year increase of 3.2%; The total profit was 1381.32 billion yuan, a year-on-year increase of 3.8%.

2、财政部数据显示,1-4月,国有企业营业总收入261923.6亿元,同比增长3.2%;利润总额13813.2亿元,同比增长3.8%。

3. The Central Cyberspace Administration and three other departments jointly issued the Action Plan for Informatization Standard Construction (2024-2027). It proposes to accelerate the development of large-scale models and generative artificial intelligence standards; it promotes the construction of blockchain standards; it promotes the development of computing power infrastructure standards.

3、中央网信办等三部门联合印发《信息化标准建设行动计划(2024—2027年)》。提出加快推进大模型、生成式人工智能标准研制;推动区块链标准建设;推进算力基础设施标准研制。

4. According to Securities Daily, recently, listed real estate companies have accelerated their pace of debt repayment. Since the beginning of this year, listed real estate companies such as Jindi Group and Longfor Group have paid off more than 20 billion yuan in the public market. In May, several real estate companies successfully passed the peak of debt repayment, and the debt pressure for the year has significantly decreased.

4、证券日报消息,近期,上市房企加快偿债步伐。今年以来,金地集团、龙湖集团等上市房企公开市场偿债金额已超过200亿元,5月多家房企顺利度过偿债高峰,年内偿债压力大幅降低。

5. According to the Shanghai Securities News, as of May 28th, 11 listed companies have terminated their plans to spin off and go public this year. Last year, only 15 listed companies terminated their spin offs. The spin off and listing of subsidiary companies in A-share companies have significantly cooled down.

5、据上证报报道,截至5月28日,今年以来已有11家上市公司终止分拆上市的计划。而去年只有15家上市公司分拆终止。A股公司分拆子公司上市明显降温。

6. According to the Securities Times, super long term special treasury bond has been issued, and many insurance funds have entered the market. In the stage of low interest rates and downward interest rates, insurance companies consider both allocation and trading strategies when allocating long-term bonds. Long term bonds belong to long-term assets and help match the duration of assets and liabilities.

6、证券时报消息,超长期特别国债火热发行,不少保险资金已入场。在低利率且利率下行阶段,保险公司配足长期债券有配置策略和交易策略的综合考虑。超长债属于长久期资产,有助于资产负债久期匹配。

7. According to China Transportation News, starting from June 5th, airlines will lower the fuel surcharge collection standards for domestic route passenger transportation. For routes below 800 kilometers (inclusive), 30 yuan will be charged to each adult passenger, and for routes above 800 kilometers, 50 yuan will be charged to each adult passenger.

7、据中国交通报报道,自6月5日起,航司将下调国内航线旅客运输燃油附加费征收标准,800公里(含)以下航段向每位成人旅客收取30元,800公里以上航段向每位成人旅客收取50元。

8. According to CCTV news, from January to April, the import and export value of foreign trade in 11 provinces and cities along the Yangtze River Economic Belt reached a new historical high of 6.22 trillion yuan. A year-on-year increase of 2.9%, accounting for 45% of the total import and export value of the country.

8、央视新闻消息,1-4月,长江经济带11省市外贸进出口值达6.22万亿元,创历史同期新高。同比增长2.9%,占全国进出口总值的45%。

9. According to the Canalys report, 16% of global smartphone shipments in 2024 were AI phones, and this proportion is expected to increase to 54% by 2028. From 2023 to 2028, The AI mobile phone market is growing at a compound annual growth rate of 63%. It reflects the trend of end-to-end generative AI technology penetrating the overall mobile phone market.

9、Canalys报告显示,2024年全球16%的智能手机出货为AI手机,到2028年这一比例将增至54%。2023年-2028年, AI手机市场以63%的年均复合增长率增长。反映出端侧生成式AI技术渗透整体手机市场的趋势。

10.According to an Omdia report, it is expected that the utilization rate of large-sized display panel factories will increase to nearly 90% in the third quarter, and the size of LCD TVs will increase by another 1.6 inches this year and another 1.1 inches by 2025. Drive the average factory utilization rate to remain above 82% in 2024 and approach 89% by 2026.

10、Omdia报告称,预计大尺寸显示面板工厂的利用率在第三季度提高到近90%,今年液晶电视的尺寸将再次增大1.6英寸,到2025年将再增大1.1英寸。带动2024年平均工厂利用率保持在82%以上,到2026年将接近89%。

1. According to China Daily, it is reported that China may invest about 6 billion yuan in the research and development of all solid state batteries, including six companies including CATL, BYD, FAW, SAIC, Weilan New Energy, and Geely, which may receive government basic research and development support. This unprecedented project in the industry is led and implemented by relevant government departments, encouraging eligible enterprises to carry out research and development.

1、中国日报消息,据悉,中国或将投入约60亿元用于全固态电池研发,包括宁德时代、比亚迪、一汽、上汽、卫蓝新能源和吉利共六家企业或获得政府基础研发支持。此项行业内史无前例的项目由政府相关部委牵头实施,鼓励有条件的企业开展研发。


2. According to data from the Ministry of Finance, the total operating revenue of state-owned enterprises from January to April was 26192.36 billion yuan, a year-on-year increase of 3.2%; The total profit was 1381.32 billion yuan, a year-on-year increase of 3.8%.

2、财政部数据显示,1-4月,国有企业营业总收入261923.6亿元,同比增长3.2%;利润总额13813.2亿元,同比增长3.8%。

3. The Central Cyberspace Administration and three other departments jointly issued the Action Plan for Informatization Standard Construction (2024-2027). It proposes to accelerate the development of large-scale models and generative artificial intelligence standards; it promotes the construction of blockchain standards; it promotes the development of computing power infrastructure standards.

3、中央网信办等三部门联合印发《信息化标准建设行动计划(2024—2027年)》。提出加快推进大模型、生成式人工智能标准研制;推动区块链标准建设;推进算力基础设施标准研制。

4. According to Securities Daily, recently, listed real estate companies have accelerated their pace of debt repayment. Since the beginning of this year, listed real estate companies such as Jindi Group and Longfor Group have paid off more than 20 billion yuan in the public market. In May, several real estate companies successfully passed the peak of debt repayment, and the debt pressure for the year has significantly decreased.

4、证券日报消息,近期,上市房企加快偿债步伐。今年以来,金地集团、龙湖集团等上市房企公开市场偿债金额已超过200亿元,5月多家房企顺利度过偿债高峰,年内偿债压力大幅降低。

5. According to the Shanghai Securities News, as of May 28th, 11 listed companies have terminated their plans to spin off and go public this year. Last year, only 15 listed companies terminated their spin offs. The spin off and listing of subsidiary companies in A-share companies have significantly cooled down.

5、据上证报报道,截至5月28日,今年以来已有11家上市公司终止分拆上市的计划。而去年只有15家上市公司分拆终止。A股公司分拆子公司上市明显降温。

6. According to the Securities Times, super long term special treasury bond has been issued, and many insurance funds have entered the market. In the stage of low interest rates and downward interest rates, insurance companies consider both allocation and trading strategies when allocating long-term bonds. Long term bonds belong to long-term assets and help match the duration of assets and liabilities.

6、证券时报消息,超长期特别国债火热发行,不少保险资金已入场。在低利率且利率下行阶段,保险公司配足长期债券有配置策略和交易策略的综合考虑。超长债属于长久期资产,有助于资产负债久期匹配。

7. According to China Transportation News, starting from June 5th, airlines will lower the fuel surcharge collection standards for domestic route passenger transportation. For routes below 800 kilometers (inclusive), 30 yuan will be charged to each adult passenger, and for routes above 800 kilometers, 50 yuan will be charged to each adult passenger.

7、据中国交通报报道,自6月5日起,航司将下调国内航线旅客运输燃油附加费征收标准,800公里(含)以下航段向每位成人旅客收取30元,800公里以上航段向每位成人旅客收取50元。

8. According to CCTV news, from January to April, the import and export value of foreign trade in 11 provinces and cities along the Yangtze River Economic Belt reached a new historical high of 6.22 trillion yuan. A year-on-year increase of 2.9%, accounting for 45% of the total import and export value of the country.

8、央视新闻消息,1-4月,长江经济带11省市外贸进出口值达6.22万亿元,创历史同期新高。同比增长2.9%,占全国进出口总值的45%。

9. According to the Canalys report, 16% of global smartphone shipments in 2024 were AI phones, and this proportion is expected to increase to 54% by 2028. From 2023 to 2028, The AI mobile phone market is growing at a compound annual growth rate of 63%. It reflects the trend of end-to-end generative AI technology penetrating the overall mobile phone market.

9、Canalys报告显示,2024年全球16%的智能手机出货为AI手机,到2028年这一比例将增至54%。2023年-2028年, AI手机市场以63%的年均复合增长率增长。反映出端侧生成式AI技术渗透整体手机市场的趋势。

10.According to an Omdia report, it is expected that the utilization rate of large-sized display panel factories will increase to nearly 90% in the third quarter, and the size of LCD TVs will increase by another 1.6 inches this year and another 1.1 inches by 2025. Drive the average factory utilization rate to remain above 82% in 2024 and approach 89% by 2026.

10、Omdia报告称,预计大尺寸显示面板工厂的利用率在第三季度提高到近90%,今年液晶电视的尺寸将再次增大1.6英寸,到2025年将再增大1.1英寸。带动2024年平均工厂利用率保持在82%以上,到2026年将接近89%。

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