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CBN丨China's top securities regulator unveils a 12-point plan to restore market confident


发布日期:2022-04-29 10:57    点击次数:95


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Hi everyone. I’m Stephanie LI.

大家好,我是主持人李莹亮。

Coming up on today’s program.

重点提要 

China unveils 12-point proposition aimed at restoring investors’ confidence in A-shares;

Shenzhen is aiming for 6% GDP growth in 2022.

Here’s what you need to know about China in the past 24 hours 

中国经济要闻

China’s securities regulator on Monday unveiled a 12-point proposition that is intended to prop up the healthy development of listed firms whose operations face new challenges in front of current complexities, aiming at stabilising the capital market and revitalising investors’ confidence.

As part of the measures advocated to steady businesses’ expectations, the China Securities Regulatory Commission (CSRC), along with the State-owned Assets Supervision and Administration Commission of the State Council (SASAC) and the All-China Federation of Industry and Commerce (ACFIC), pledged to support financing of privately run firms through listings, mergers and acquisitions, and improve the supportive mechanism for private firms to issue bonds.

The proposition vows to support listed real estate companies to actively transform to a new development model according to the law and regulations, strengthen their own risk management, and promote the virtuous cycle and healthy development of the industry.

Monday’s statement also proposed measures including waiving initial and annual listing fees and online voting service fees for 2022 for firms in regions hit hard by COVID-19.

The proposition also plans to encourage social security funds, pension funds, trusts, insurance and wealth management institutions to allocate more funds into equity assets and invest more in the capital market, notably in shares of premium listed firms.

In an effort to stabilise investors, the proposition also calls for listed firms to buyback stocks and for major shareholders and board directors, supervisors and senior executives to take a long bet on their stock holdings and increase them in case of hefty stock drops.

4月11日,证监会、国资委和全国工商联等三部门发布了《关于进一步支持上市公司健康发展的通知》(简称《通知》),稳定企业信心、稳定投资者信心、稳定政策预期。

《通知》共分为三部分12条项目,其中关键表述有哪些?

对各类市场主体一视同仁,不设置任何附加条件和隐形门槛,营造公平竞争的市场环境。支持民营企业依法上市融资、并购重组,完善民营企业债券融资支持机制。

坚持“房住不炒”,依法依规支持上市房企积极向新发展模式转型,加强自身风险管理,密切关注市场形势和行业变化,严格防范、妥善化解各类风险,促进房地产行业良性循环和健康发展。

免除上市公司2022年上市初费和年费、网络投票服务费等费用,减轻企业负担。

完善有利于长期机构投资者参与资本市场的制度机制,鼓励和支持社保、养老金、信托、保险和理财机构将更多资金配置于权益类资产,增加资本市场投资,特别是优质上市公司的股票投资。

支持符合条件的上市公司为稳定股价进行回购。依法支持上市公司通过发行优先股、债券等多种渠道筹集资金实施股份回购。

支持上市公司增加现金分红在利润分配中的比重,与投资者分享发展红利,增强广大投资者的获得感。国资委对于国有控股上市公司股份回购、现金分红给予积极指导支持,引导国有控股上市公司成为推动资本市场稳定发展的表率。

证监会及派出机构坚持监管与服务并举,提高对上市公司的服务供给质量。各级工商联加强对民营上市公司的调研培训,引导民营上市公司坚持依法合规经营促进民营上市公司高质量发展。

China is endeavoring to make financial services more accessible and convenient for the 300 million new urbanites through measures including data sharing, targeted support and financial innovation, the China Banking and Insurance Regulatory Commission(CBIRC) said on Monday, as they have rigid demand for jobs, starting up businesses, renting or buying homes, childcare, education and medical care. 

加强新市民金融服务:4月11日,银保监会召开新市民金融服务媒体通气会表示,围绕创业、就业、住房、医疗等新市民金融服务重点领域,多地银保监局因地制宜,细化监管要求,助力新市民安居乐业。按照《关于加强新市民金融服务工作的通知》要求,新市民主要是指因本人创业就业、子女上学、投靠子女等原因来到城镇常住,未获得当地户籍或获得当地户籍不满三年的各类群体,目前约有三亿人。

Greater Bay Area, Greater Future

新使命,大未来

Shenzhen has set a GDP growth target of 6 percent for 2022. The added value of large industries is projected to grow by 5 percent, with investment in fixed assets rising by 5 percent, total retail sales of consumer goods by 6 percent and foreign trade by 2 percent, Shenzhen’s municipal government said on Monday. The city's GDP exceeded 3 trillion yuan in 2021, placing it third among major Chinese cities. 

深圳预期2022年GDP增幅6%:4月11日,深圳市七届人大二次会议开幕,深圳市政府工作报告指出,2022年深圳地区生产总值预期增长目标6%左右; 经济社会发展的主要预期性指标为:规模以上工业增加增长5%,固定资产投资额增长5%,社会消费品零售总额增长6%,外贸进出口总额增长2%。2021年,深圳的GDP首次迈进3万亿元大关,位居中国第三。

Update on COVID-19

疫情简报

The Chinese mainland on Monday reported 1,251 locally transmitted confirmed cases, with 994 in Shanghai, 171 in Jinlin and 16 in Guangdong, the National Health Commission said Tuesday. Nearly 23,300 asymptomatic infections were also reported yesterday.

国家卫健委:4月11日,内地新增本土确诊病例1251例,其中上海994例,吉林171例,海南21例,广东16例。无症状感染者23295例,其中上海22348例,吉林598例。

The CBIRC and Ministry of Transport on Tuesday vowed to initiate series of policies targeting finance and traffic channels to keep the operation of domestic logistics system running normally during the country's latest omicron outbreak. The commission said it will offer loans to transport service providers and small-sized companies. Payment terms for truck drivers will be extended and the loan service for major transport units or companies will be processed through green channels.

六大举措助物流业纾困:4月12日,银保监会网站显示,近日银保监会专题研究金融支持货运物流保通保畅工作,要求银行业保险业主动采取精准有效措施,全力以赴帮助货运物流行业纾困解难,并提出了加大资金支持等六方面的具体政策措施。

Food delivery platforms offer free hotel and bonuses for riders during Shanghai outbreak. Meituan is making arrangements to offer free temporary accommodations to over 4,500 delivery riders and frontline logistics staff during their service in the pandemic-hit metropolis. Ele.me is securing riders’ basic lives by providing free medical equipment and accommodation subsidies.

企业为骑手提供免费住宿:美团联合上海多家爱心酒店、室内体育场馆及办公园区,为外卖骑手免费提供超百个住宿场所,预计可容纳4500名骑手及一线保供人员。饿了么通过免费发放口罩、防护面屏、提供免费住宿或补贴等多种措施,保障骑手生活。

Next on industry and company news

产经消息及公司新闻

The National Press and Publication Administration (NPPA) announced on Monday the approval of licenses for 45 new game titles, the administration's first approvals after more than eight months since the licensing was halted. The news swiftly rallied investors around Chinese gaming shares traded on US exchanges in pre-market trading, with gaming giant NetEase and video platform Bilibili leading the pre-market gains. 

游戏版号时隔8个月恢复发放:4月11日晚,国家新闻出版署官网公布了2022年4月国产网络游戏审批名单。共45款游戏获得版号,这是自2022年7月以来,国家新闻出版署审批通过的首批国产网络游戏。受此消息影响,11日当晚哔哩哔哩、虎牙、网易等中概游戏股集体走强,4月12日开盘后,A股、H股游戏板块也应声大涨。

Sales of new energy vehicles (NEVs) in China surged 138 percent to 445,000 units in March, according to the China Passenger Car Association (CPCA) on Monday, while the overall retail sales of passenger cars in China tumbled 10.5 percent to 1.57 million vehicles, as supply chain disruptions weighed on production. China’s carmakers manufactured 2.24 million vehicles in March, 9.1 percent less than the same period last year. 

3月新能源车销量大增137%: 4月11日,据中国汽车流通协会官网消息,3月乘用车市场零售销量达157.9万辆,同比下降10.5%,环比增长25.6%。新能源汽车则继续成为销售亮点。3月新能源乘用车零售销量达到44.5万辆,同比增长137.6%。

Investors of China National Offshore Oil Corp (CNOOC) can start purchasing its stock today at 10.8 yuan per share at the A-share market. The state-owned oil giant will issue 2.6 billion shares and fundraising will be expanded to 32.29 billion yuan if the over-allotment option is full, the company said Monday.

中海油今起启动A股申购:4月11日,在中国香港上市的中海油发布公告显示,将于12日启动A股的网上网下申购。公告显示,中海油本次拟公开发行股票数量26亿股,每股发行价10.8元。同时授权主承销商行使超额配售选择权,超额发售将扩大至29.9亿股,募资总额最多可达322.9亿元。

Shares of SF Holdings rose after China’s largest express courier said it expects to return to profit in the first quarter of 2022. Net profit is likely to come in at between 950 million and 1.1 billion yuan in the first three months, versus a net loss of 989 million in the same period last year, the Shenzhen-based company predicted on Tuesday.

顺丰一季度扭亏为盈:4月12日消息,顺丰控股发布的一季度业绩预告显示,预计其2022年第一季度预计归属于上市公司股东的净利润9.5亿元至11亿元,同比增长196%至211%,上年同期亏损9.89亿元。

Luckin Coffee, which was fined $180 million by US regulators in December 2020 for faking sales, has successfully emerged from bankruptcy proceedings and is no longer classified as a debtor, the Chinese coffee chain operator said Monday. 

瑞幸正式完成债务重组:4月11日,瑞幸咖啡在官网发布公告称,公司完成金融债务重组,未来在任何司法管辖区不再受到破产或破产程序的约束。

Switching gears to the financial sector

金融市场要闻

China’s credit expanded faster than expected in March as Beijing turned to monetary easing to boost the economy. Banks extended 3.13 trillion yuan of new yuan-denominated loans in March, up 154 percent from February’s 1.23 trillion yuan, according to the People's Bank of China on Monday. Aggregate financing, a broad measure of credit to the real economy, reached 4.65 trillion yuan in March.

3月金融数据超预期:中国人民银行4月11日公布的数据显示,3月人民币贷款增加3.13万亿元,同比多增3951亿元,环比2月的12336亿元多增近1.9万亿元;3月社会融资规模增量4.65万亿元,比上年同期多1.28万亿元。

The 10-year US Treasury yields topped its Chinese equivalent on Monday for the first time in a dozen years, causing the China-US yield spread to end in negative territory. The US benchmark 10-year yield reached 2.77 percent on Monday, topping the 10-year Chinese yield which rose to 2.75 percent, official data showed. 

中美10年期国债利差倒挂:4月11日,早盘美国10年期国债收益率一度上行5.5bp至2.764%,高于中国10年期国债收益率,后者持平上日中债估值报2.7525%。截至18时,美国10年期国债收益率回落到2.75%上下。

Wrapping up with a quick look at the stock market

最后来看股市收盘情况

Chinese stocks rebounded sharply on Tuesday as authorities revealed plan to boost much-needed confidence in A-share, and tech stocks gained on Beijing’s approval of new video game licenses. The benchmark Shanghai Composite gained 1.46 percent and the Shenzhen Component rose 2.05 percent. Tourism, transport and consumer staples are among the top gainers. The Hang Seng Index closed 0.52 percent higher as the TECH Index gained 1.4 percent.

周二A股集体收涨。截至收盘,沪指涨1.46%,深成指涨2.05%,创业板指涨2.5%。盘面上,消费类、旅游、零售板块大涨。恒生指数收涨0.52%,恒生科技指数收涨1.40%。

Biz Word of the Day

财经词汇划重点

Bond yield is the return an investor realizes on a bond. The bond yield can be defined in different ways. Setting the bond yield equal to its coupon rate is the simplest definition. The current yield is a function of the bond's price and its coupon or interest payment, which will be more accurate than the coupon yield if the price of the bond is different than its face value.

国债收益率是指投资于国债债券这一有价证券所得收益占投资总金额每一年的比率。当国债的价值或价格已知时,就可以根据国债的剩余期限和付息情况来计算国债的收益率指标,从而指导投资决策。

(欢迎大家提供意见和反馈,请联系主播李莹亮:liyl@21jingji.com)

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Editor: LI Yanxia

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编委:  于晓娜

策划、编辑:李艳霞 

播音:李莹亮

撰稿:李莹亮、张然、陈梓慧

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