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宏观动态
Macro dynamics
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耶伦重申不与中国脱钩
Yeryn reiterates that he will not be de-linked from China
据CGTN记者团报道，历经5天访华行程后，美国财长耶伦在4月8日下午于北京举行发布会，她再次表示：不寻求与中国脱钩，中美两国经济联系密切，脱钩会带来灾难性后果。
According to the CGTN press corps, following a five-day trip to China, the United States Chancellor of Finance, Ellen, launched in Beijing on the afternoon of 8 April, saying once again that without seeking de-linking from China, the two economies of China and the United States were closely linked, and that de-linking would have catastrophic consequences.
美国打算近期在印太地区部署中程导弹，中方回应
The United States intends to deploy medium-range missiles in the Indo-Pacific region in the near future.
中国外交部发言人毛宁4月8日主持例行记者会。有记者提问：美国陆军太平洋司令部司令查尔斯·弗林在东京接受采访时表示，美国打算近期在印太地区部署中程导弹。中方对此有何评论？
Chinese Ministry of Foreign Affairs spokesman Mao Ning hosted a routine press conference on April 8. A journalist asked: Charles Flynn, Commander of the US Army Pacific Command, in an interview in Tokyo, said that the US intends to deploy medium-range missiles in the Indo-Pacific region in the near future.
毛宁：中国坚持走和平发展道路，坚定奉行防御性国防政策，我们没有兴趣和任何国家比拼军力。中方一贯坚决反对美国为谋求单方面军事优势，在亚太地区部署中程导弹，在中国家门口强化前沿部署。我们敦促美方切实尊重他国安全关切，停止破坏地区和平稳定。
China is committed to the path of peaceful development and is firmly pursuing a defensive defence policy. We have no interest in fighting against any country. China has always been firmly opposed to the United States seeking unilateral military superiority by deploying medium-range missiles in the Asia-Pacific region and reinforcing forward deployments at China’s doorsteps. We urge the United States to respect the security concerns of other countries and to stop undermining peace and stability in the region.
证监会年度预算计划：IPO检查比例不低于25%
CVM annual budget plan: no less than 25% IPO inspection
据上海证券报消息，近日，中国证监会在官网公布了2024年度部门预算。预算披露，2024年度将加强对上市公司、债券发行人、新三板挂牌公司、IPO企业的检查。在数量指标上，组织部署首发企业检查比例不低于25%。根据《2023年度中国证监会部门预算》，去年组织部署首发企业检查比例的数量指标仅为不低于5%。
According to the Shanghai Securities Bulletin, the CSRC recently published the sector budget for 2024 on its website. The budget discloses that in 2024, inspections of listed companies, bond issuers, new three-boarding companies, and IPO enterprises will be stepped up. In terms of quantitative indicators, the number of inspections of first-time enterprises organized is not less than 25 per cent. According to the CVC Sector Budget 2023, the number of inspections of first-time companies organized last year was less than 5 per cent.
工信部：部分国家和地区限制我国电动汽车的举措将严重扰乱全球汽车产业链供应链
: Initiatives by some countries and regions to restrict our electric cars will seriously disrupt the global supply chain of the automobile industry
据中国日报消息，近期，美国政府表示计划调查在中国制造的电动汽车。同时欧盟近日发布条例，要求海关对自中国进口的电动汽车进行登记。中国工业和信息化部相关负责人在接受专访时表示，“汽车产业是典型的全球化产业，其健康发展离不开全球产业链的分工合作。我们注意到，国际上部分国家和地区在缺乏充分证据支持情况下，执意推进实施对我电动汽车贸易限制举措，既不符合WTO国际贸易规则，也将严重扰乱全球汽车产业链供应链，损害全球消费者利益。这既不利于全球汽车产业发展，也将迟滞自身电动化转型进程。”
According to the Chinese daily, the United States Government has recently indicated that it plans to investigate electric cars manufactured in China. Meanwhile, the European Union has recently issued regulations requiring customs to register electric cars imported from China.
上海黄金交易所：调整白银延期合约保证金比例和涨跌停板
Shanghai Gold Exchange: Adjustment of the ratio of the silver extension bond and the up and down lockdown
上海黄金交易所发布通知，根据《上海黄金交易所风险控制管理办法》的有关规定，该所对白银延期合约交易保证金比例和涨跌停板进行调整。自2024年4月9日（星期二）收盘清算时起，Ag（T+D）合约的保证金比例从10%调整为12%，下一交易日起涨跌幅度限制从9%调整为11%。
The Shanghai Gold Exchange issued a circular to the effect that, in accordance with the Shanghai Gold Exchange Risk Control Management Scheme, the Institute adjusts the ratio of the bond for extended silver transactions and the cut-off. From 9 April 2024 (Tuesday), when the bond for the Ag (T+D) contract was closed, the bond ratio was adjusted from 10 per cent to 12 per cent, and the limit on the increase and decline was adjusted from 9 per cent to 11 per cent as of the date of the next transaction.
广州调高公积金贷款最高额度，一人申请贷款的最高额度调整至70万元
Guangzhou raised the maximum amount of the Provident Fund loan, and one person applied for the maximum amount of the loan adjusted to $700,000
广州住房公积金管理中心发布通知，将缴存人购买本市行政区域内自住住房申请个人住房公积金贷款的贷款最高额度事项进行调整。该通知自2024年4月9日起实施，有效期5年。原有政策与本通知不一致的，按本通知执行。其中，使用住房公积金贷款购买自住住房的，一人申请贷款的最高额度调整至70万元，两人或两人以上购买同一套自住住房共同申请贷款的最高额度调整至120万元。
The Guangzhou Housing Provident Fund Management Centre issued a circular to adjust the loan ceilings for self-occupied housing in the administrative area of the city. The circular was implemented on 9 April 2024 and is valid for a period of five years. If the previous policy is inconsistent with this circular, it is implemented in accordance with this circular.
苏州公积金中心发布新政：灵活就业人员缴存可享“零存零取”
The Suzhou Provident Fund Centre issues a new deal: “zero access” for flexible employees
据e公司报道，4月8日，苏州市住房公积金管理中心推出灵活就业人员“乐居苏城”存贷产品，属全国第二、江苏省内首个产品，开启了产品化缴纳住房公积金的新模式。据了解，灵活就业人员缴存公积金可享受“灵活缴存、随时支取”的便利，实现“零存零取”的同时，还能享受住房公积金的各项政策补贴。
According to company e, on 8 April, the Housing Provident Fund Management Centre in Suzhou City introduced the flexible-employee “Su City” loan product, the first product in Jiangsu Province, which opened up a new model of product-based contributions to the Housing Provident Fund. It is understood that flexible-employee deposits are facilitated by “flexible deposit, ready to pay” and that “zero access” is accompanied by policy subsidies to the Housing Provident Fund.
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金融机构
Financial institutions
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烟台：恒丰银行、烟台银行等多家银行股权划入烟台财金集团
Smoking counters: multiple bank interests, such as Hseng Hyeong Hyeong Bank, Smoking House Bank, are allocated to Smoking House Finance Group
据券中社报道，烟台市财金发展投资集团有限公司（下称“烟台财金集团”）日前公告称，为加快推进烟台市国有经济布局结构优化调整和市管企业专业化整合的安排部署，根据《烟台市市属企业优化整合实施方案》，决定将烟台融资担保集团、烟台市融资担保有限责任公司、烟台市政企金融服务中心有限公司股权以及恒丰银行股权、烟台银行股权、烟台农商行股权、蓬莱农商行股权划入烟台财金集团，同时将烟台海上世界投资开发集团有限公司股权划出公司。其中，本次划入的烟台银行股权总计10.2259%，烟台财金集团原持有该行10.5857%股权，此次划转后共计持有该行20.8116%股权，划转后未并表。此外，本次划转还涉及恒丰银行2.07%股权、蓬莱农商行9.0632%股权、烟台农商行2.4035%股权等。
According to SIC, in order to expedite the deployment of arrangements to optimize the structure of the State-owned economy of the Smoking City and the professionalization of municipal enterprises, it was decided that the Smoking Finance Guarantee Group, the Smoking City Finance Guarantee Company Limited, the Smoking Municipal Financial Services Centre Limited, and the Smoking Bank's equity rights, as well as the Smoking Bank's equity rights, the Smoking Bank's equity rights, the Smoking Bank's interests, the Smoky Farm's comptoir's interests, the Punley Farm's comptoirs'equity rights in the Smoking City and the professionalization of the Smoking House's Business Group's shareholdings, in accordance with the Programme for Optimization of the Implementation of Smoking City's Enterprises, would hold a total of 10.2259 per cent of the Smoking House's shareholdings, the Smoky Property Group's original ownership of 10.5857 per cent of the Bank's shares, 20.81116 per cent of the Bank's shares, the Smobo's share rights, which have not been added.
民生银行：获准在伦敦设立分行
据界面新闻报道，民生银行4月8日公告，该行在英国伦敦设立分行的申请获得英国审慎监管局和金融行为监管局的批准。此前，该行伦敦分行的设立已获国家金融监督管理总局批准。民生银行表示，将严格遵守有关法律法规和监管规定，依法合规开展业务。 ★ 市场数据 Market data ★ 收评：创业板指跌1.81%，贵金属、电力板块领涨，互联网电商、染料概念股低迷 Evaluation: 截至今日收盘，上证指数收跌0.72%，深证成指收跌1.57%，创业板指收跌1.81%。北证50指数跌4.24%。当天，两市成交额9314亿元，较上一交易日增量134亿元；大盘资金净流出超369亿元，北向资金净卖出超30亿元。两市股票呈现跌多涨少的态势，797只股票上涨，4518只股票下跌。其中，59只涨停股、51只跌停股。板块方面，贵金属、电力、酒店及餐饮、黄金概念股、核准制次新股等板块涨幅居前；互联网电商、房地产、半导体、教育、染料、光刻胶、噪声防治、BC电池等板块跌幅居前。 As of today, the certificate index has fallen by 0.72 per cent, . 恒生指数涨0.05%，小金属概念领涨 Ports Unit received comments: 港股收盘，恒生指数涨0.05%，报收16732.85点；恒生科技指数跌0.18%，报收3444.61点。板块方面，金属铅概念股、金属锌概念股领涨；恒大系概念股、啤酒概念股领跌。热门个股方面，天齐锂业涨超9%，中国白银集团涨超104%，药明生物涨超5%，东方甄选跌超9%，浙江世宝涨超11%。 ★ 公司动态 Corporate dynamics ★ 飞天茅台价格跌破2600元/瓶？白酒分析师：淡季需求有减少是正常现象 Flying low prices fall by $2,600 per bottle? White wine analyst: it's normal to have less demand in the off season 据e公司报道，近日，终端经销商传言飞天茅台酒散瓶目前的成交价格为2580元，跌破了2600元。对此，中国酒业分析师肖竹青对e公司记者表示，社会购买力不足是中国酒业面临的共同问题。消费者对未来收入预期悲观造成消费紧缩和消费降级给贵州茅台带来的直接影响是，消费场景减少带来消费量减少。肖竹青认为，传统春节旺季过后就是白酒行业传统的淡季，淡季需求有减少也是正常现象。不过，部分网络博主为吸引流量，发表一些有关茅台酒价格耸人听闻的不实解读，也影响了终端门店经营者的价格预期。长期来看，市场价格由供求关系决定，贵州茅台酒因为产能受限将在很长时期内都处于供不应求的状态。 According to company e, in recent days, the terminal distributors have reported a current transaction price of $2580, which has fallen by $2,600. In response, China's wine analyst, Xiao Huaying, has stated that insufficient social purchasing power is a common problem for China's wine industry. Consumer pessimism about future income expectations has led to a reduction in consumption 中国中冶回应利润下降：因恒大、碧桂园、融创等房企违约，回款受到了一定影响 据第一财经报道，4月8日，在中国中冶2023年度业绩会说明会上，中国中冶炼总裁助理、副总会计师、财务部部长范万柱介绍，由于房地产市场下行影响，整个2023年的房地产企业资金链比较紧张，尤其是民营房地产这一块，特别是像恒大、碧桂园、融创等房地产企业，在经营市场当中出现了一些违约，中国中冶作为施工方在回款当中也受到了一定影响。 On 8 April, at the 丰田宣布改革大发汽车业务架构，收归产品规划、销售等职能 Toyota announced the reform of the Volatile Automobile Business Framework to include product planning, marketing, etc. 据界面新闻报道，4月8日，丰田汽车与旗下大发汽车共同宣布，丰田将改革大发公司的业务架构，大发将定位为“以微型车为中心的出行企业”。根据大发的资源和实际情况，为彻底杜绝程序违规行为在大发再次发生，横跨丰田和大发的组织“新兴市场紧凑型汽车公司”将被解散。丰田将负责从开发到认证的海外业务，大发将负责实际开发工作。这一变化将根据车型的转换时间表依次进行。产品规划职能将转移至丰田紧凑型汽车公司，业务和产品管理职能将移交给丰田的业务和销售部门。去年12月，大发汽车承认存在伪造安全碰撞测试数据等违规行为，随后该公司暂停了生产活动。 According to an interface news report, on 8 April, 阿里云海外市场核心产品全线降价，最高幅度达65% All-line price reductions for the core products of the Ariyuun market, up to 65 per cent 据界面新闻报道，阿里云宣布4月8日海外地域核心产品价格全线下调，最高幅度达65%。公告指出，阿里云将下调部署在非中国内地地域的部分公共云产品价格，包括：云服务器ECS、块存储EBS、对象存储服务OSS、云数据传输CDT、云数据库RDS（MySQL版、PostgreSQL版、MariaDB版）、云数据库Redis版、云数据库MongoDB版、云原生大数据计算服务MaxCompute、实时数仓Hologres、大数据开发治理平台DataWorks、实时计算Flink版、智能开放搜索OpenSearch、检索分析服务Elasticsearch版。 According to an interface news report, Aliun announced a full price reduction of 65 per cent on 8 April for core overseas products. The announcement states that Aliun will lower the price of some public cloud products deployed in non-China territories, including: cloud server ECS, block storage EBS, object storage service OSS, cloud data transmission CDT, cloud database RDS (MySQL edition, PostgreSQL edition, edition), cloud database Redis version, cloud database 福耀集团合肥生产基地项目开工，总投资57.5亿元 据“安徽发布”微信公众号，4月8日上午，福耀集团安徽全产业链生产基地项目开工动员会在合肥举行。该项目位于肥西县紫蓬镇繁华大道与将军岭路交口，计划总投资57.5亿元，年产汽车配套玻璃400万套及配件玻璃400万片，年产值合计约60亿元。 On the morning of 8 April, 传言称TikTok将退出沙特？回应：沙特电商业务运营正常，业务还在早期测试 Rumor has it that TikTok will withdraw from Saudi Arabia? Response: Saudi power merchants operate normally and operations are tested at an early stage 据e公司报道，近日，有传言称，此前进军中东电商市场的TikTok可能从最大市场之一的沙特后撤。对此，TikTok电商相关业务负责人回应记者称，沙特电商业务目前运营正常，业务还在早期测试阶段，将持续探索新的方式增强社区体验。 According to company e, in recent days there have been rumours that TikTok, the advancer in the Middle East electricity market, may be retreating from Saudi Arabia, one of the largest markets. In response, the director of the business related to the TikTok electricity vendor responded to reporters that the Saudi electricity vendor was currently operating normally, and that the business was also in the early testing phase, and that new ways to enhance community experience would continue to be explored. 恒大地产被强制执行10.2亿元，累计被执行超515亿元 Hungarian earths are enforced by 1.02 billion yuan and cumulatively executed by over 51.5 billion yuan 4月8日，天眼查显示，4月7日，恒大地产集团有限公司新增11条被执行人信息，执行标的合计10.2亿余元，涉及建设工程合同纠纷、票据追索权纠纷等案件，其中部分案件为恢复执行，部分案件被执行人还包括恒大地产集团长沙置业有限公司、恒大地产集团济南置业有限公司、常德鑫泽置业有限公司等。风险信息显示，恒大地产集团有限公司现存620余条被执行人信息，被执行总金额超515亿元。此外，该公司还存在多条限制消费令、失信被执行人（老赖）和终本案件信息。 On 8 April, Skywatch showed that, on 7 April, Heatland Group Ltd. added 11 additional executors with a total value of more than RMB 1.02 billion for the execution of the bid, in cases involving disputes over contracts for construction works, claims for payment, etc., some of which were resumed. Some of them also included the Heinness Land Group Changsha Company Ltd., the Heinland Group Jinan Industries Company Ltd., and the Changde-Jinze Industries Company Ltd. Risk information showed that Heinge Land Group Ltd. had more than 620 executors with a total value of RMB 51.5 billion. In addition, the company had a number of consumer restraining orders, loss of trust enforcers (the Old Lei) and final case information. 丰田汽车宣布拟与中国五矿、明和产业共同成立车载动力电池综合利用合资公司 据界面新闻报道，4月8日，丰田汽车宣布与中国五矿就车载动力电池梯次利用和资源循环业务达成战略合作，并与中国五矿所属长沙矿冶研究院有限责任公司、湖南云储循环新能源科技有限公司、湖南长远锂科股份有限公司，以及明和产业就共同成立合资公司达成一致意见。据悉，这是丰田在海外首次面向车载动力电池梯次利用的合资项目。 According to an interface news report, on 8 April, announced strategic cooperation with China's five mines on the use of powered battery ladders and resource cycle operations, with China's five mines, the China-owned Long Sand Metallurgical Research Institute Ltd., the Hunan Cloud Storage Cycle , Lake South 责编：王璐璐 Editor-in-chief: Wang Jian 校对：彭其华 This post is part of our special coverage Pakistan Protests 2011. 百万用户都在看 millions of users are watching 假期利好！央行、金融监管总局出手！华为、宁德时代重磅来袭，影响一周市场的十大消息（新股+点评） Good holidays! Central Bank, Financial Supervisory Authority! China: 恒大汽车突发！ 美媒发出警告！鲍威尔最新讲话，释放重磅信息 American media warns! Powell's latest speech released a heavy message. 20年20倍！一生20个"打孔"，就像"愚蠢的人"获得经济学博士学位…… 20 years 20 times! 20 years #34; hole #34; like #34; fool #34; doctoral degree in economics... 违法和不良信息举报电话：0755-83514034 Reporting of violations and irregularities: 0755-83514034 邮箱：bwb@stcn.com Mailbox: bwb.com
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