CBN丨China issues guideline on expanding domestic demand

2022年12月15日 20:08   21世纪经济报道 21财经APP   李莹亮
中英文带你速览中国经济头条。
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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 plan to boost domestic demand to ensure long-term growth;

  • Factory output growth slowed and retail sales extended declines in November.

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

中国经济要闻

China has released a guideline on expanding domestic demand and fostering a sound domestic demand system to promote its long-term development.

The long-term goals extending to 2035 include seeing the scale of consumption and investment hit new levels and fully establishing a sound domestic demand system, said the guideline, jointly issued by the Communist Party of China Central Committee and the State Council.

Looking to 2035, new industrialization, informatization, urbanization and agricultural modernization will be basically achieved, people's livelihoods will be improved, the underpinning role of reform in propelling the development of domestic demand will be boosted and China's advantages in terms of engaging in global economic cooperation and competition will be enhanced, according to the guideline.

To accomplish the long-term goals, the country aims to boost investment in consumption, optimize the distribution pattern, bolster the quality of supply, improve the market system and smoothen economic circulation during the 14th Five-Year Plan period (2021-2025).

Efforts will be made to facilitate consumption on all fronts and accelerate the upgrading of consumption quality, optimize the investment structure and expand the scope of investment, while promoting the coordinated development of urban and rural areas to release the potential of domestic demand, according to the guideline.

扩内需重磅文件出炉。

中共中央、国务院近日印发《扩大内需战略规划纲要(2022-2035年)》,围绕11个方面出台38条举措,以2万多字的篇幅提出了扩大内需的总体要求和具体方案,要求加快培育完整内需体系,促进形成强大国内市场,使扩大内需成为构建新发展格局的重要支撑,促进供需在更高水平上实现动态平衡。

《纲要》提出,按照全面建设社会主义现代化国家的战略安排,展望2035年,实施扩大内需战略的远景目标为消费和投资规模再上新台阶,完整内需体系全面建立;人民生活更加美好,城乡居民人均收入再迈上新的大台阶,中等收入群体显著扩大,基本公共服务实现均等化,城乡区域发展差距和居民生活水平差距显著缩小,全体人民共同富裕取得更为明显的实质性进展等。

为实现2035年远景目标,《纲要》明确了“十四五”时期实施扩大内需战略的5个主要目标。包括:促进消费投资,内需规模实现新突破;完善分配格局,内需潜能不断释放;提升供给质量,国内需求得到更好满足;完善市场体系,激发内需取得明显成效;畅通经济循环,内需发展效率持续提升。

在加快消费提质升级、优化投资结构方面,《纲要》要求,顺应消费升级趋势,提升传统消费,培育新型消费,扩大服务消费,适当增加公共消费,着力满足个性化、多样化、高品质消费需求。努力增加制造业投资,加大重点领域补短板力度,系统布局新型基础设施,着力提高投资效率,促进投资规模合理增长、结构不断优化,增强投资增长后劲。

China on Thursday posted slower growth in factory output in November due to the impact of COVID-19 resurgence, but has maintained overall stability over the first 11 months of the year. 

The value-added industrial output, an important economic indicator, went up 2.2 percent year-on-year in November after a 5 percent growth in the previous month. In the first 11 months, the total value added of those enterprises grew by 3.8 percent year-on-year, according to the National Bureau of Statistics. Total retail sales of consumer goods came in at 3.86 trillion yuan in November, down 5.9 percent year-on-year. During the January-November period, fixed assets investment reached 52 trillion yuan, up 5.3 percent year-on-year. 

Meanwhile, China's home prices in 70 major cities continued to ease. In November, 51 out of the 70 cities saw a month-on-month drop in new home sales prices, compared with 58 in October. A total of 62 cities witnessed a decrease in resale home prices, flat with the previous month.

11月经济数据出炉:国家统计局15日发布数据显示,11月份,国民经济保持恢复态势,投资规模继续扩大,市场价格总体平稳,新动能持续成长,民生保障有力有效,经济社会大局稳定。11月,全国规模以上工业增加值同比实际增长2.2%;社会消费品零售总额38615亿元,同比下降5.9%,环比增长0.15%。1-11月,全国规模以上工业增加值同比增长3.8%;社会消费品零售总额399190亿元,同比下降0.1%;全国固定资产投资同比增长5.3%,基础设施投资同比增长8.9%,增速比1-10月加快0.2个百分点,连续七个月回升。

此外,国家统计局数据显示,11月70城房价继续回落,各线城市商品住宅销售价格环比下降,一线城市同比涨幅回落、二三线城市同比降势趋缓。11月份,70个大中城市中,新建商品住宅销售价格环比下降城市有51个,比上月减少7个;二手住宅销售价格环比下降城市有62个,个数与上月相同。

Next on industry and company news

产业及公司新闻

  • The production capacity for key medical supplies such as antigen detection reagents, vaccines and masks is sufficient in China, the Ministry of Industry and Information Technology (MIIT) told a press conference on Wednesday. The MIIT said a temporary shortage of antigen test kits in some places is mainly due to low market demand and low stock, which will be addressed with increased production capacity. According to the ministry, the nation's drug administration has so far approved 42 antigen detection reagent products. Meanwhile efforts will be taken to solve problems in the purchasing and reserve of auxiliary materials, to ensure the smooth functioning of the supply chain.

    工信部回应抗原检测暂时性短缺:12月14日,工业和信息化部消费品工业司副司长周健表示,二十条优化措施和新十条措施出台后,工信部又进一步加强了对抗原检测试剂、疫苗和防护用品等重点医疗物资的生产调度。总体看,抗原检测试剂、疫苗、口罩等重点医疗物资产能是充足的,抗原检测试剂在一些地方出现了暂时性短缺,主要是因为前期市场需求较少,终端药店库存较低。随着产能不断释放,产量会迅速提升,能够满足群众的需要。周健表示,目前国家药监局已经批准42个新冠病毒抗原检测试剂产品,工业和信息化部已将所有抗原检测试剂生产企业纳入白名单,给予重点保障。每日调度生产供应情况,会同各地工信部门采取有力措施,帮助这些企业解决生产运行中存在的问题,做好生产要素保障。

  • More than 1,000 JD.Com couriers from 16 provincial-level areas arrived in Beijing on Wednesday and began to work today, after the State Post Bureau called on express delivery firms to boost manpower amid a backlog. The delivery staff, some from as far afield as Guangdong province in the south, reached Beijing in 24 hours, according to JD Logistics. JD’s online supermarket has been stocking up vital daily supplies in the capital, in coordination with more than 3,000 brands and vendors, which should be able to provide for Beijing residents for a month, JD said.  

    京东千名快递员抵京增援:据交通运输部,京东物流1010名京外调派的快递员已陆续抵京,预计15日京东物流将在北京投入的外地支援人员达到2000人,定向增援北京市内的快递末端配送等工作。据了解,此次调派的快递员通过自愿报名方式,主要来自上海、广东、陕西等全国16个省市,在24小时内集合并陆续抵京。连日来,京东超市持续加大北京地区民生商品备货,联动超3000家品牌及商家筹备近32000款食品、母婴、消杀用品等民生商品,并上线价稳货稳会场。目前,京东超市在北京地区的食品、母婴、消杀用品等民生商品备货充足,可保证消费者32天的日常平价购买所需。 

  • Chinese battery giant CATL said late yesterday it had signed deals to supply Huawei Technologies’ smart car project and Chery Automobile, a major private Chinese carmaker. CATL will be the first preferred partner for Huawei’s smart car project and provide market-competitive and high-quality power batteries for its vehicles to reach the market quicker. In a separate statement yesterday, CATL said it will supply batteries for Chery’s vehicles and ships, and the two agreed to cooperate on technologies and explore battery swap new energy vehicle models and battery swap services.

    宁德时代与华为、奇瑞达成战略合作:12月14日晚,宁德时代宣布与华为终端签署合作备忘录。据悉,华为终端将推荐宁德时代作为华为智选车合作伙伴汽车动力电池的第一优选合作伙伴。宁德时代将为华为智选车项目提供汽车动力电池产品,以支持华为智选车产品更快地面向市场。当天,宁德时代还与奇瑞集团签署战略合作框架协议。根据协议,宁德时代与奇瑞集团将在产品、商务、市场推广、商业信息资源等领域展开全方面的合作。除乘用车电池供应及技术合作外,双方还将在大巴、物流车、重卡、电动船舶等领域对公共交通、新能源三电融合和换电等业务开展联合探索。

  • Shares of Gome Retails rose today after the controlling shareholder of the cash-strapped Chinese electric appliance retailer offered the company the second interest-free loan this month. Huang Guangyu’s wholly-owned firm Sinning Crown will offer a HK$200 million loan with no interest to Gome, the Beijing-based company announced late yesterday. Gome secured a HK$150 million interest-free loan from Huang on Dec. 8.

    黄光裕再向国美追加2亿港元无息贷款:12月14日晚,国美零售发布公告称,控股股东黄光裕全资公司Shinning Crown与公司签订贷款协议,Shinning Crown同意向公司提供2亿港元贷款。根据公告,该笔贷款为免息且无抵押贷款。此前的12月8日晚,国美零售公告了Shinning Crown提供1.5亿港元贷款的消息,贷款同样免息且无抵押。

  • US healthcare giant Abbott Laboratories will stop selling baby formula in the Chinese mainland by next year amid stiff competition, shifting its focus to medical nutrition instead. Abbott will gradually stop making and selling baby formula under the Eleva, PediaSure, and Similac brands as well as two sub-brands by 2023, Abbott said yesterday. In February, Abbott recalled batches of baby formula produced by its plant in Michigan due to contamination.

    雅培宣布将退出中国婴幼儿营养品市场:12月14日,雅培宣布,该公司营养品宣布业务调整,未来将逐步停止中国大陆市场的婴幼儿和儿童营养品的运营和销售。据了解,所涉及品牌包括菁挚,恩美力,亲护,喜康宝以及小安素等。退出将在未来一年内逐步完成。今年2月,雅培曾因存在阪崎克罗诺杆菌等污染风险,在全球范围内召回多批次由美国密歇根州斯特吉斯工厂生产的婴幼儿配方奶粉。

  • China’s BeiDou Navigation Satellite System (BDS) has become the top guidance service provider for domestic Gaode Map, according to a statement released by the Beijing Institute of Space Science and Technology Information on Wednesday. Based on the average number of satellites called by domestic navigation apps for each positioning, BeiDou satellites have been called the most, 30 percent more than the second-ranked GPS.

    国内导航定位已全面实现北斗主导:日,高德地图公布了基于北斗卫星导航系统的应用相关数据。截至2022年11月,高德地图调用北斗卫星日定位量已超过2100亿次,且在定位时北斗的调用率已超越了GPS等其他卫星导航系统。此外,北斗系统还在平均单次定位调用卫星数量、民用定位精度等多个维度超越GPS系统,正式实现了对于国内导航应用定位的全面主导,在导航出行这一民用领域已广泛普及。

  • Chinese smartphone maker OPPO unveiled its second self-developed microchip called MariSilicon Y on Wednesday during the OPPO Inno Day 2022 event. It is a flagship Bluetooth audio System-on-a-Chip (SOC) that significantly improves the audio quality and digital devices' intelligence, according to OPPO.

    OPPO发布第二颗自研芯片“马里亚纳Y”:12月14日,OPPO发布马里亚纳Y蓝牙音频SoC(系统级芯片),采用台积电6纳米射频工艺,目前已流片成功。OPPO芯片产品高级总监姜波表示,马里亚纳Y作为一颗技术超前的旗舰芯片,我们期待这颗芯片的关键技术,能够解决用户音频体验中“音质”与“智能”的关键问题,为下一代旗舰蓝牙音频设备,提供芯片动力。 

Switching gears to financial news

金融市场消息

  • Overseas financial infrastructure that provides domestic institutions or individuals with cross-border supply services would require access granted by financial management departments under the State Council, according to new draft rules released on Wednesday. The draft rules are intended to strengthen financial infrastructure coordination and oversight, as well as building and planning, so as to ensure effective operation of the financial system and push for the creation of a modern central banking system, the PBOC said in a statement. The rules would cover institutions involved in the clearing and settlement system, trading facilities, important payment systems and other areas of financial infrastructure.

    央行拟明确金融基础设施监管总体制度框架:12月14日,中国人民银行发布《金融基础设施监督管理办法(征求意见稿)》,旨在明确金融基础设施监督管理总体制度框架,健全金融基础设施准入管理,推动构建国内国际“双循环”的新发展格局,促进金融更好服务实体经济。《办法》对在境内设立金融基础设施的条件,包括股东及“董监高”资质、资本要求、系统建设等作出规定。涉及或可能涉及对金融体系产生重大影响或相关国务院金融管理部门认为确有必要的金融基础设施,应当报经国务院同意后批准。未经批准,任何单位或者个人不得设立或者以任何形式运营金融基础设施,不得使用“金融”“交易所”、“交易中心”、“登记结算”、“清算”、“交易报告”等涉及金融基础设施服务或近似的名称。

Wrapping up with a quick look at the stock market

股市收盘情况

  • Chinese stocks fell on Thursday after the country reported worse-than-expected factory output and retail sales data for November. The benchmark Shanghai Composite shed 0.25 percent, while the Shenzhen Component added 0.32 percent. Hong Kong stocks finished sharply lower, with the Hang Seng index falling 1.55 percent and the TECH index dropped 2.39 percent.

    A股分化港股收跌:周四A股三大指数涨跌互现,截至收盘,沪指跌0.25%,深证成指涨0.32%,创业板指涨1.31%,沪深两市全天成交额7662亿元。港股全天震荡走低,恒指收跌1.55%,恒生科技指数收跌2.39%。

Biz Word of the Day

财经词汇划重点

  • The financial infrastructure is the core in the financial system and is a precondition of its functioning. The financial infrastructure is made up of technical systems through which payments are made and transactions with financial instruments are handled. The term financial infrastructure signifies financial assets (primary securities as well as secondary securities), financial markets (money market and capital market) and financial intermediaries (banks and non-bank financial institutions).

    金融基础设施是指金融运行的硬件设施和制度安排,主要包括支付体系、法律环境、公司治理、会计准则、信用环境、反洗钱以及由金融监管、中央银行最后贷款人职能、投资者保护制度组成的金融安全网等。

Executive Editor: Sonia YU

Editor: LI Yanxia

Host: Stephanie LI

Writer: Stephanie LI 

Sound Editor: Stephanie LI

Graphic Designer: ZHENG Wenjing, LIAO Yuanni

Produced by 21st Century Business Herald Dept. of Overseas News.

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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

音频制作:李莹亮

设计:郑文静、廖苑妮

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