三分钟音频,中英文带你速览中国经济头条。
您的浏览器不支持音频播放。
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’s power cuts widen amid shortages and climate push, fuelling surge in power stocks;
American Chamber of Commerce’s survey shows 82% of companies projected revenue growth in 2021.
Here’s what you need to know about China in the past 24 hours
中国经济要闻
Power rationing and forced cuts to factory production is widening across China.More than 10 provinces have ordered power cuts in the past days, including economic powerhouses Jiangsu, Zhejiang and Guangdong, amid electricity supply issues and a push to enforce environmental regulations.
The country’s top economic planner last month flagged nine provinces for increasing intensity over the first half of the year amid a strong economic rebound from the pandemic. That pushed local governments to order the cuts to avoid missing targets for reducing energy and emissions intensity.
In Zhejiang, about 160 energy-intensive companies have been ordered to halt production to meet energy consumption targets. The power curbs in Jiangsu also forced factories in the key manufacturing hub to cut or even halt their operations until the end of the month. Yunnan province is canceling electricity price discounts for aluminum smelters that made power costs about 16-22 percent cheaper than industry average.
Meanwhile, record-high coal prices are making it unprofitable for many power plants to operate, creating supply gaps in some provinces.
A number of A-share listed companies have reported the impacts in filings on mainland stock exchanges. However, stocks in power suppliers went into a frenzy since the power curbs, with several surged to the daily limit of 10 percent yesterday.Also in Hong Kong, stock prices of the energy industry soared an average of 4.6 percent today, including China Resources Power, China Power Investment and Huaneng Power.
控耗限电刷屏,停产潮正在席卷中国10余个省份。
“能耗双控”影响下,广东、江苏、浙江、山东、广西、云南等多地先后实行限电停产。由于电力供应紧张,浙江省近日对辖区内重点用能企业实行用电降负荷,在确保安全的前提下对重点用能企业实施停产,约160家印染、化纤企业受到影响。多家江苏企业也已减产或停产,可能持续至月底。
限电停产的背后,主要有双重因素叠加。首先,一些地区出于“能耗双控”压力而采取能源消费管控措施。根据国家发改委8月发布的《2021年上半年各地区能耗双控目标完成情况晴雨表》,对能耗强度不降反升的地区,将暂停“两高”项目节能审查的地区名单报送国家发展改革委,并督促各地采取有力措施,完成全年能耗双控目标。
此外,煤炭供应偏紧、电煤价格高企导致电力供应紧张。发电厂不愿意亏本发售电,导致电力供应缺口扩大。
9月22日起,多家A股上市公司密集发布了关于限电停产的公告,然而电力股却掀起了涨停潮。昨日国电电力、金开新能、浙江新能、上海电力等纷纷涨停。今天,港股电力板块普涨,华润电力涨0.22%,中国电力涨7.33%,华能国际电力涨6.25%。
Greater Bay Area, Greater Future
新使命,大未来
The Southbound Trading under China's Bond Connect program was officially launched today. The Hong Kong Monetary Authority (HKMA) has unveiled a list of 13 financial institutions as market makers for the program, including BOCHK, ICBC, Bank of Communications' Hong Kong Branch, HSBC, and Standard Chartered.
债券通”南向通”今日正式上线,作为国家支持香港发展的又一重大举措,将为香港金融业发展引入更多源源活水。香港金融管理局日前指定中银香港、交银香港、工银亚洲、汇丰、渣打等13家在香港债券市场表现活跃的金融机构作为“南向通”做市商。
Update on COVID-19
疫情简报
The Chinese mainland reported 30 new local cases yesterday, 15 from Fujian province and 15 from Harbin.
全国昨日新增30例本土确诊病例(黑龙江15例,均在哈尔滨市;福建15例,其中厦门市11例、莆田市4例)。
A study of big data and epidemic models published on Wednesday pushes the timeline of the pandemic in America by 5 months. Researchers from the University of Science and Technology of China and the University of Chinese Academy of Sciences indicate with 50 percent probability that the first COVID-19 infection in the US may have occurred between August and October 2019.
一项基于大数据分析的研究表明,美国首例新冠感染可能发生在2019年8月至10月之间,最早可能的病例发生在2019年4月26日在罗德岛州。该研究由中国科学技术大学和中国科学院大学的研究人员进行。
Next on industry and company news
产经消息及公司新闻
A majority of US companies operating in China are optimistic about profits and are investing more to anchor onto China's anticipated future growth, according to a new survey by the American Chamber of Commerce in Shanghai and consultancy PwC. 82.2 percent of companies surveyed said they projected revenue growth in 2021, a return to the levels of confidence last seen before the height of US-China trade tensions.
上海美国商会联合普华永道(中国)23日发布的《2021年中国商业环境调查》报告显示,近六成受访上海美国商会会员企业预计其2021年在华投资量将高于2020年,同比飙升超过30个百分点。此外,高达77.1%的受访美资企业在2020年实现了盈利。
China Telecom, which staged the largest share sale on China's mainland this year, has fallen below the offering price despite the biggest shareholder's plan to increase its stake in the major mobile operator.
随着“绿鞋机制”保护到期,今日中国电信股价跌破了发行价。9月21日晚间中国电信曾宣布将在一年内增持不少于40亿元的股份。
Chinese online travel agency Trip.com Group reported 5.9 billion yuan revenue in Q2, an 86 percent leap from the same period last year, according to its unaudited financial results released today. This is the second straight quarter that saw an over 80 percent revenue growth after it slid 49 percent last year due to the pandemic.
携程今天公布截至2021年第二季度及上半年未经审计的财务业绩。二季度,携程净营收58.92亿元,同比增长86%。这是携程在去年受疫情影响,盈利下降49%后,连续第二个季度实现超过80%的收入增长。
Switching gears to the financial sector
金融市场要闻
The Beijing Stock Exchange has announced that it will carry out the first market opening test on Sept 25, suggesting that the new bourse may commence trading in the near future.
9月22日,北京证券交易所发布《关于开展北京证券交易所开市仿真测试的通知》。通知称,为验证各市场参与者技术系统对于北京证券交易所开市各类业务的技术准备情况,全国中小企业股份转让系统有限责任公司、北京证券交易所联合中国证券登记结算有限责任公司、深圳证券通信有限公司、中证指数有限公司共同搭建测试环境供市场进行全网测试。
Wrapping up with a quick look at the stock market
最后来看股市收盘情况
Chinese stocks closed lower on Friday with the benchmark Shanghai Composite Index down 0.8 percent, at 3613 points. The Shenzhen Component Index closed 0.21 percent lower at 14357 points. The Hang Seng Index closed 1.3 percent lower to stand at 24192 points.
周五A股股市集体收跌,截至收盘,沪指跌0.8%,报收3613点;深成指跌0.21%,报收14357点。港股恒生指数收跌1.3%,报收24192点。
Biz Word of the Day
财经词汇划重点
Market Makerrefers to a firm or individual who actively quotes two-sided markets in a particular security, providing bids and offers (known as asks) along with the market size of each.
做市商是指在证券市场上,由具备一定实力和信誉的证券经营法人作为特许交易商,不断地向公众投资者报出某些特定证券的买卖价格,并在该价位上接受公众投资者的买卖要求,以其自有资金和证券与投资者进行证券交易。
(欢迎大家提供意见和反馈,请联系主播李莹亮:liyl@21jingji.com)
Executive Editor: Sonia YU
Editor: LI Yanxia
Host: Stephanie LI
Writer: Stephanie LI, ZHANG Ran, TIAN Chang
Producer: XIANG Xiufang
Sound Editor: ZHANG Ran, Andy YUAN
Graphic Designer: ZHENG Wenjing, LIAO Wanni
Co-produced by 21st Century Business Herald Dept. of Overseas News & SFC Audio/Video Dept.
Presented by SFC
编委: 于晓娜
策划、编辑:李艳霞
播音:李莹亮
撰稿:李莹亮、张然、田畅
监制:向秀芳
音频制作:张然、袁思杰
设计:郑文静、廖苑妮
21世纪经济报道海外部 南财音视频部 联合制作
南方财经全媒体集团 出品
(作者:李莹亮,实习记者张然 编辑:李艳霞)
特别声明:以上内容(如有图片或视频亦包括在内)为自媒体平台“网易号”用户上传并发布,本平台仅提供信息存储服务。
Notice: The content above (including the pictures and videos if any) is uploaded and posted by a user of NetEase Hao, which is a social media platform and only provides information storage services.