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CBN丨China’s central bank cuts short-term borrowing cost 天天微動(dòng)態(tài)

2023-06-13 20:57:13 來(lái)源：21世紀(jì)經(jīng)濟(jì)報(bào)道

Hi everyone. I’m Stephanie LI.

大家好，我是主持人李瑩亮。

Coming up on today’s program.

【資料圖】

重點(diǎn)提要

China’s central bank cuts short-term borrowing cost for first time since August;

Chinese PV company executive held by German police was assisting with investigation, said industry association.

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

中國(guó)經(jīng)濟(jì)要聞

China’s central bank lowered a short-term lending rate for the first time in 10 months on Tuesday, in a bid to restore market confidence and prop up post-pandemic recovery in the world’s second-largest economy.

The People’s Bank of China (PBOC) cut its seven-day reverse repo rate by 10 basis points to 1.9 percent from 2 percent on Tuesday, when it injected 2 billion yuan ($279.97 million) through the short-term bond instrument.

The yuan eased to 7.1646 per dollar after the rate decision, the weakest since Nov. 29, 2022, while yields on China's benchmark 10-year government bonds fell to a fresh seven-and-a-half month low.

This comes after major commercial banks lowered deposit rates yesterday following a coordinated move by state-owned banks last week, and PBOC governor Yi Gang also mentioned strengthening counter-cyclical adjustment recently.

The cut in short-term lending rate is usually seen as a signal of possible easing for longer-term rates over the next week and beyond as demand and investor sentiment weaken, adding to the case for policy stimulus to sustain growth.

The next adjustment to rates could come as soon as Thursday, when the central bank is due to roll over 200 billion yuan ($27.93 billion) in medium-term lending facility (MLF) loans.

Separately, markets expect benchmark lending loan prime rate (LPR), which is used to set consumer loan and mortgage rates, could be lowered by the same margin at the monthly fixing next Tuesday.

6月13日，中國(guó)人民銀行發(fā)布公告稱，為維護(hù)銀行體系流動(dòng)性合理充裕，以利率招標(biāo)方式開(kāi)展了20億元7天期逆回購(gòu)操作，中標(biāo)利率下降10個(gè)基點(diǎn)至1.90%，為去年8月中旬以來(lái)首次下調(diào)。

受此影響，人民幣匯率快速走低。美元兌離岸人民幣快速刺穿7.1700元關(guān)口，其跌幅一度擴(kuò)大至200點(diǎn)以上。

繼國(guó)有六大行后，6月12日，部分全國(guó)性股份行宣布下調(diào)人民幣存款利率。此前，平安銀行、桂林銀行、四川天府銀行等多家銀行也宣布將從5月15日起下調(diào)通知存款和協(xié)定存款的利率，降幅在20bps到55bps之間。

分析認(rèn)為，本次央行下調(diào)政策利率背后有兩個(gè)原因，一是二季度以來(lái)經(jīng)濟(jì)修復(fù)力度穩(wěn)中偏弱，樓市也再現(xiàn)低迷，需要穩(wěn)增長(zhǎng)政策適時(shí)發(fā)力。政策利率下調(diào)疊加近期銀行存款利率調(diào)降，將有效帶動(dòng)企業(yè)和居民實(shí)際貸款利率下行，進(jìn)而刺激信貸需求，推動(dòng)消費(fèi)和投資提速。二個(gè)是近期物價(jià)水平明顯偏低，這為下調(diào)政策利率提供了空間。

市場(chǎng)認(rèn)為，此次利率下調(diào)，傳遞出政策利率有松動(dòng)的信號(hào)?？紤]到政策利率體系聯(lián)動(dòng)調(diào)整的一般規(guī)律，在短端政策利率下調(diào)后，中端政策利率（MLF操作利率）也會(huì)跟進(jìn)下調(diào)。與此同時(shí)，鑒于MLF操作利率是LPR報(bào)價(jià)的定價(jià)基礎(chǔ)，若本周四公布的6月MLF操作利率下調(diào)，20日LPR報(bào)價(jià)也將跟進(jìn)下調(diào)。

Next on industry and company news

產(chǎn)業(yè)及公司新聞

One senior executive of a Chinese photovoltaic enterprise was forcibly taken away in Germany by authorities on Monday, and the incident happened after PV executives flew to Germany to participate in Intersolar Europe, the world's largest solar technology exhibition, which will take place in Munich from Wednesday to Friday, media reported late Monday. The China Photovoltaic Industry Association (CPIA) on Tuesday issued an urgent clarification addressing the incident, saying that person in concern was only assisting in the investigation and has now returned to their hotel, stressing only one person was involved.

光伏行業(yè)協(xié)會(huì)回應(yīng)“企業(yè)高管慕尼黑被帶走調(diào)查”：6月12日，中國(guó)光伏企業(yè)一位高管在德國(guó)慕尼黑機(jī)場(chǎng)被德國(guó)有關(guān)部門帶走一事，在光伏行業(yè)內(nèi)外引起廣泛關(guān)注。6月13日凌晨，中國(guó)光伏行業(yè)協(xié)會(huì)緊急回應(yīng)表示，關(guān)于媒體報(bào)道的中國(guó)光伏從業(yè)者參加德國(guó)慕尼黑國(guó)際太陽(yáng)能技術(shù)博覽會(huì)時(shí)被帶走調(diào)查一事，得到消息后協(xié)會(huì)高度重視。經(jīng)了解，當(dāng)事人只是協(xié)助調(diào)查，目前已回到酒店。這次協(xié)助調(diào)查的只有其一人，不涉及網(wǎng)傳的多家中國(guó)光伏企業(yè)，也沒(méi)有出現(xiàn)多名人員協(xié)助調(diào)查的情況。

Chinese electric car battery giant CATL has launched a new battery-swap solution for heavy-duty trucks which only take a few minutes to exchange a battery, less than the time needed to fully refuel a heavy-duty vehicle. “Qiji Energy” comprises a cloud platform that connects battery swap station operators, transporters, truck drivers and asset holders, helping logistics firms plan truck routes and better manage their vehicles and drivers, allows truck drivers to book a battery exchange with one click and enables battery-swap stations to improve efficiency, CATL said yesterday. The service can cut the costs of operating a truck that drives around 200,000 kilometers a year by between 30,000 yuan and 60,000 yuan each year, it added.

寧德時(shí)代發(fā)布重卡“騏驥換電”：6月12日，寧德時(shí)代發(fā)布了自研一站式重卡底盤換電解決方案——騏驥換電。據(jù)悉，整個(gè)換電過(guò)程僅需幾分鐘，與燃油卡車加油速度相當(dāng)。此次的電動(dòng)重卡換電方案由三部分構(gòu)成，即騏驥換電塊、騏驥換電站、騏驥云平臺(tái)。騏驥換電塊采用寧德時(shí)代第三代磷酸鐵鋰電池，騏驥換電站采用了自適應(yīng)無(wú)級(jí)調(diào)節(jié)技術(shù)，可實(shí)現(xiàn)不同車型、不同品牌的一站通換，騏驥云平臺(tái)全場(chǎng)景則通過(guò)車、站、電池的信息交互，將數(shù)據(jù)聚合成騏驥云，并通過(guò)大數(shù)據(jù)計(jì)算實(shí)現(xiàn)資產(chǎn)監(jiān)控、智能調(diào)度、預(yù)約換電、路線規(guī)劃等功能。寧德時(shí)代表示，在車電分離模式下，每年每臺(tái)卡車還可節(jié)省3-6萬(wàn)元的用車成本。

Huawei Technologies has gained over half of the procurement of China's largest fifth-generation wireless base station tender this year organized by China Mobile. The telecoms giant scored over 50 percent of the total of the major mobile network operator's centralized procurement program in 2023, media reported yesterday. ZTE was the second-biggest winner in the bidding, followed by others, including Datang Mobile Communications Equipment, Ericsson, and Nokia Shanghai Bell.

華為中標(biāo)中移動(dòng)5G基站集采過(guò)半份額：今年以來(lái)最大規(guī)模的5G基站招標(biāo)結(jié)果出爐，近日，中國(guó)移動(dòng)公示了2023年至2024年5G無(wú)線主設(shè)備集中采購(gòu)項(xiàng)目的中標(biāo)候選人。華為在所有項(xiàng)目標(biāo)包中的份額均超過(guò)50%，中興通訊緊隨其后，中標(biāo)份額在23.35%-37.33%不等，愛(ài)立信、諾基亞貝爾、大唐移動(dòng)也均有斬獲。

China Baowu Steel Group, the world's largest steelmaker by sales, and international mining giant Rio Tinto signed a memorandum of understanding to expand the scope of their cooperation to help decarbonize the steel value chain. The pair will promote a range of industry-leading projects to research, build, and demonstrate a pilot electric melter at one of Baowu's steel mills in China to enable low-carbon steel making, optimize pelletization technology for Australian ores, expand the development of Baowu's hydrogen-enriched carbon cycle and oxygen furnace technology that can mitigate carbon emissions, and study opportunities for producing low-carbon iron in western Australia, Rio Tinto announced yesterday, citing the MOU signed in Shanghai on the same day.

全球兩大鋼鐵巨頭拓寬鋼鐵合作：力拓集團(tuán)（Rio Tinto）消息，6月12日，全球最大的鐵礦石生產(chǎn)商力拓集團(tuán)與全球最大鋼企中國(guó)寶武在上海簽署了一份合作備忘錄。據(jù)悉，雙方將在中國(guó)和澳大利亞共同探索一系列行業(yè)領(lǐng)先的新項(xiàng)目，旨在助力鋼鐵行業(yè)價(jià)值鏈實(shí)現(xiàn)脫碳。據(jù)悉，此次雙方合作項(xiàng)目包括，在寶武集團(tuán)的鋼廠研究、建造并示范一個(gè)實(shí)驗(yàn)規(guī)模電熔分爐，實(shí)現(xiàn)中低品位礦石生產(chǎn)的直接還原鐵（DRI）技術(shù)用于低碳鋼鐵生產(chǎn)；優(yōu)化澳大利亞礦石生產(chǎn)球團(tuán)技術(shù)，為其作為低碳豎爐生產(chǎn)直接還原鐵的原料提供支持；擴(kuò)大寶武集團(tuán)富氫碳循環(huán)氧氣高爐（HyCROF）技術(shù)的開(kāi)發(fā)，該技術(shù)可將高爐工藝產(chǎn)生的二氧化碳排放量大幅減少；共同研究在西澳大利亞生產(chǎn)綠色低碳煉鐵的機(jī)會(huì)。

Saudi Arabia has signed deals worth billions of dollars with China to collaborate in the development of electric vehicles and microchips. Saudi's Ministry of Investment signed a US$5.6 billion deal with Chinese electric car maker Human Horizons to collaborate on the development, manufacture, and sale of vehicles, according to its official media. The agreement accounts for more than half of the more than US$10 billion in investments signed on the first day of an Arab-China business conference in Riyadh on Sunday, in sectors spanning technology, renewable energy, agriculture, real estate, metals, tourism, and healthcare among others.

沙特56億美元投資中國(guó)造車新勢(shì)力：據(jù)當(dāng)?shù)孛襟w報(bào)道，6月11日在利雅得舉行的中阿合作論壇第十屆企業(yè)家大會(huì)上，沙特投資部與華人運(yùn)通簽署了一項(xiàng)價(jià)值210億沙特里亞爾（約合56億美元）的協(xié)議，將成立從事汽車研發(fā)、制造與銷售的合資企業(yè)，目標(biāo)之一是促進(jìn)國(guó)內(nèi)電動(dòng)汽車制造業(yè)發(fā)展。據(jù)了解，當(dāng)天沙特與中國(guó)共簽署超過(guò)100億美元的投資協(xié)議，涉及技術(shù)、可再生能源、農(nóng)業(yè)、房地產(chǎn)、金屬、旅游和醫(yī)療保健等領(lǐng)域，其中沙特與華人運(yùn)通簽署的協(xié)議占了投資總額的一半。

Chinese online travel agency Trip.com yesterday said that global bookings on its site from June to August jumped 170 percent from a year ago, surpassing pre-pandemic levels. Bookings by Asian users surged 356 percent, mainly due to China's reopening, while bookings in Europe grew 72 percent. However, short-distance flights still dominated, accounting for 44 percent of total bookings in Asia and 67 percent in Europe, indicating that long-distance trips might take longer to recover.

攜程夏季國(guó)際旅游預(yù)訂量大增：攜程12日發(fā)布新聞稿表示，攜程的夏季國(guó)際旅游預(yù)訂量較去年同期增長(zhǎng)170%，并已超越2019年水平，其中以短途地區(qū)旅游為熱門之選。攜程數(shù)據(jù)顯示，受亞太區(qū)放寬旅游限制帶動(dòng)，今夏亞洲的預(yù)訂量按年激增356%，歐洲市場(chǎng)亦按年上升72%。短途航班的預(yù)訂量分別占亞洲及歐洲總預(yù)訂量的44%及67%。

Switching gears to financial news

金融市場(chǎng)消息

China has invested 7.3 billion yuan this year to support programs that provide work for people in need as a form of relief, the National Development and Reform Commission said Monday. The investment, which was jointly issued with the Ministry of Finance, accounted for more than 90 percent of the planned investment scale of 2023. It will be used to support more than 2,000 small and medium-sized rural infrastructure projects in more than 20 provincial-level regions in central and western China. It is estimated that more than 2 billion yuan of labor remuneration will be paid, driving more than 200,000 people in need to participate in construction projects, and raise their average income by about 10,000 yuan.

國(guó)家發(fā)改委下達(dá)以工代賑中央投資73億元：據(jù)國(guó)家發(fā)改委12日消息，今年以來(lái)，國(guó)家發(fā)展改革委已聯(lián)合財(cái)政部分批下達(dá)2023年以工代賑中央專項(xiàng)投資73億元，占年度擬下達(dá)投資規(guī)模的90%以上，支持中西部20余個(gè)省份實(shí)施2000余個(gè)農(nóng)村中小型基礎(chǔ)設(shè)施建設(shè)項(xiàng)目。項(xiàng)目實(shí)施后，預(yù)計(jì)發(fā)放勞務(wù)報(bào)酬20余億元，吸納帶動(dòng)20多萬(wàn)困難群眾參與工程項(xiàng)目建設(shè)，人均增收1萬(wàn)元左右。

Pakistan paid for its first government-to-government import of Russian crude oil with Chinese currency, the country's petroleum minister said on Monday. The purchase, which is the first government-to-government deal made in April between Pakistan and Russia, consisted of 100,000 tons, according to Pakistan's petroleum minister Musadik Malik.

巴基斯坦首用人民幣支付俄羅斯原油：據(jù)外媒6月12日?qǐng)?bào)道，巴基斯坦石油部長(zhǎng)穆薩迪克·馬利克表示，巴基斯坦首次用人民幣支付了首批俄羅斯原油。這標(biāo)志著，巴基斯坦以美元為主的出口支付政策發(fā)生重大轉(zhuǎn)變。馬利克證實(shí)，巴基斯坦購(gòu)買的首批俄羅斯折扣原油已經(jīng)到貨，款項(xiàng)是用人民幣結(jié)算的。根據(jù)雙方協(xié)議，巴基斯坦今年4月首次采購(gòu)10萬(wàn)噸俄羅斯原油，其中第一批約4.5萬(wàn)噸，于6月11日抵達(dá)巴基斯坦卡拉奇港口。

Wrapping up with a quick look at the stock market

股市收盤情況

Chinese stocks closed with healthy gains on Tuesday, as the benchmark Shanghai Composite rose 0.2 percent and the Shenzhen Component climbed 0.8 percent. Hong Kong’s Hang Seng index also added 0.6 percent and the TECH index jumped 2.4 percent.

A股反彈港股續(xù)漲：周二A股大盤全天震蕩反彈，三大指數(shù)均小幅上漲。截至收盤，滬指漲0.15%，深成指漲0.76%，創(chuàng)業(yè)板指漲0.68%。滬深兩市全天成交額合計(jì)9423億元，北向資金全天小幅凈賣出2.31億元，連續(xù)3日凈賣出。港股震蕩上漲，恒生指數(shù)收漲0.6%，恒生科技指數(shù)漲2.37%。

Biz Word of the Day

財(cái)經(jīng)詞匯劃重點(diǎn)

A reverse repois a process in which the central bank purchases securities from commercial banks through bidding, with an agreement to sell them back in the future.

逆回購(gòu)為央行向市場(chǎng)上投放流動(dòng)性的操作，是指資金融出方將資金融給資金融入方，收取有價(jià)證券作為質(zhì)押，并在未來(lái)收回本息，并解除有價(jià)證券質(zhì)押的交易行為。

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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編委: 于曉娜

策劃、編輯：李艷霞

播音：李瑩亮