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    CBN丨China's property sector faces downward pressure in July but will remain stable: NBS

    发布日期:2022-11-23 16:26    点击次数:72

    CBN丨China's property sector faces downward pressure in July but will remain stable: NBS

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    Hi everyone. I’m Stephanie LI.

    巨匠好,我是主持人李莹亮。

    Coming up on today’s program.

    重点概要 

    China's property market continued to face downward pressure in July as home sales halved from June;

    The NDRC vows to ramp up coal supply for power generation amid prolonged heat waves.

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

    中国经济要闻

    China’s real estate market softened again last month, ending a two-month recovery, as home sales almost halved from June and prices in second- and third-tier cities fell, and national real estate development investment saw a year-on-year decline, official data showed on Monday.

    In first-tier cities last month, new apartments became 0.3 percent more expensive than in June, with lived-in homes 0.2 percent pricier, data from the National Bureau of Statistics (NBS) showed on Monday. 

    In second-tier cities, the cost of a new apartment was unchanged, while second-hand ones were 0.2 percent cheaper. In third-tier cities, new and lived-in apartments saw prices dip 0.3 percent each from June.

    Among 70 large and medium-sized Chinese cities, 40 recorded price drops from June for new homes, two more than in June.  

    Experts noted that mortgage defaults in some cities, with yet-to-be delivered property projects being delayed, have also affected market sentiment. 

    Some 92.6 million square meters of residential property were sold last month, down from 181.9 million in June, NBS data showed. The value of sales slumped 46 percent to 969.1 billion yuan from 1.8 trillion yuan.

    National real estate development investment fell 6.4 percent year-on-year in the first seven months, according to NBS data.

    According to the latest data released by the central bank, new home mortgages increased 121.7 billion yuan in July, compared with 848.2 billion yuan in June.

    Overall, the domestic property market has been in a downturn this year, with some areas facing apartment delivery problems, NBS spokesperson Fu Linghui said. But development projects close to delivery dates have remained stable with regards to construction progress, with risks generally controllable. 

    7月份中国楼市苏醒遭逢弯曲。

    在5月和6月份的小幅回暖今后,7月楼市再次进入“降温通道”:前7月房地产开发投资增速降幅扩大至6.4%,商品房销售面积和销售额累计同比跌幅依然逾越20%。

    房价修复动力也有所减弱。中国国家统计局8月15日宣布的70个大中都会房价数据表现,平易近间数据表现,7月份,70个大中都会中,40个都会新房价格环比下跌,51个都会二手房价格环比下跌,划分较上月添加2个、3个。不过,也有部份一线和二线都会房地产市场韧性闪现,依然对立回升势头。

    国家统计局都会司首席统计师绳国庆阐发,一线都会商品住宅贩买价格环比微涨、同比涨幅回落,二三线都会环比总体呈降势、同比降幅扩大。

    7月房地产市场再降温,不只表现在房价下落都会数量上,在总体房价变换上也有所回响反映。7月70城新房价格环比下落均值激情亲切0.11%,较6月略有扩大;二手房价格环比下落均值为0.21%,较上月亦略增。

    同时,1-7月天下房地产开发投资增速、天下商品房销售面积增速和天下房企今年到位资金增速等指标的降幅也较1-6月扩大。如1-7月天下商品房销售面积同比下落23.1%,降幅较1-6月添加0.9个百分点。与之相对,1-7月商品房销售额降幅较1-6月收窄0.1%个百分点,下落28.8%。

    国家统计局消息语言人、黎民经济综合统计司司长付凌晖默示,总的看,房地产市场呈现上行态势,今后总体上处于筑底阶段。预测后市,付凌晖觉得,随着房地产市场长效机制接续完善,因城施策结果缓缓闪现,房地产市场有望缓缓企稳。

    Moving on to regional highlights

    地区窥察

    Southwest China's Sichuan Province notified a large number of industrial enterprises in the province to suspend production for six days to guarantee people's livelihood, as high temperatures overstretched local power grid. In a joint announcement released by Sichuan Provincial Economic and Information Department and State Grid's Sichuan Electric Power Company, the province will expand industrial power cuts to 19 cities and prefectures in the province from Monday to Saturday.

    四川扩大停产“让电于平易近”:四川省经济和信息化厅、国网四川省电力公司8月14日下发的《对付扩大产业企业让电于平易近实行范畴的求助看护》称,由于今后电力供需严峻形势进一步减轻,为确保四川电网安好,确保平易近生用电,确保不出现拉闸限电,经研究选择,从8月15日起勾销被动错避峰需要照顾,在全省(除攀枝花、凉山)的19个市(州)扩大产业企业让电于平易近实行范畴,对四川电网有序用电规划中全体产业电力用户(含白名单重点保障企业)实行临蓐全停(保安负荷除外),放高温假,让电于平易近,时光从2022年8月15日00:00至20日24:00。该文件哀告各地顿时看护企业做好临蓐调整,保障保安负荷用电。

    Next on industry and company news

    财富及公司消息

    China will ramp up coal supply for power generation, as high temperatures and quickened pace of economic recovery have pushed national demand for electricity higher, the NDRC said on Tuesday. In July, China’s power generation reached 805.9 billion kilowatt hours, an increase of 4.5 percent year-on-year, 3 percentage points above the previous month, while electricity consumption rose 6.3 percent from last year. 

    发改委回应电煤提供保障:国家发改委16日介绍,7月份,天下发电量8059亿千瓦时,同比促成4.5%,增速比上月加快3.0个百分点。7月份天下全社会用电量8324亿千瓦时,同比促成6.3%。国家发改委消息语言人金贤东默示,发改委已引导敦促无关地方和企业加快释放煤炭行进先辈产能产量,死力做好电煤中长岁月条约签署履约事变,着力加强运输保障,推动电煤提供保障获得积极功效。

    China is managing the implementation of 102 key projects which are making "smooth progress,” an official from China's top economic planner disclosed during a press conference on Tuesday.  The NDRC also moved to speed up issuance and usage of local government special bonds to stimulate investment. By the end of July, the quota of 3.45 trillion yuan of special bonds for project construction this year had almost been fully issued.

    102项严峻工程结壮实行:16日,国家倒退改革委进行消息宣布会。会上介绍称,今年以来,发改委加鼎力大肆度推动各地方各范畴严峻名目树立,取患有积极功效。终止如今,各部份和地方协同发力,102项严峻工程有序推动,总体但愿顺利。其他,终止7月31日,今年用于名目树立的3.45万亿专项债券额度已经根蒂根基发行终了。

    China's transport sector reported a 7.5-percent increase to over 259 billion yuan in fixed-asset investment in July, data from the Ministry of Transport showed on Monday. The majority of funds went to road construction, which jumped 6.8 percent year on year to 245.2 billion yuan. 

    7月交通安稳资产投资促成7.5%:据交通运输部15日宣布统计数据表现,7月份公路旱路交通安稳资产投资达2591亿元,同比促成7.5%。个中,公路投资2452亿元,同比促成6.8%。1-7月我国公路旱路交通安稳资产投资16035亿元,同比促成9.1%。

    Chinese solar wafer maker Wuxi Shangji Automation said Monday that it will spend 15 billion yuan to build a photovoltaic industrial park in eastern Jiangsu province. The facility, to be located in the city of Xuzhou,物料制作 will have an annual capacity of 25 gigawatts of silicon wafers as well as 24 GW of high-efficiency N-type crystalline silicon photovoltaic cells.

    上机数控豪掷150亿进军上流电池:8月15日,上机数控宣布看护书记称,公司拟于徐州经济技能开发区投资树立新动力财富园,蕴含年产25GW单晶硅切片及年产24GW的N型高效晶硅电池临蓐名目。根据结构,该名目树立期为2~3年,预计总投资金额为150亿元。

    Xiangdao Chuxing, the ride-hailing service backed by China’s largest carmaker, completed a 1 billion yuan fundraising that brings in an autonomous driving startup as new investor, the company said Monday. The latest funding round valued SAIC Motor-affiliated Xiangdao at $1 billion. Largest shareholder SAIC Motor, self-driving company Momenta and Gaohang (Tianjin) Management Consulting led the fundraising.

    享道出行实现超10亿元融资:8月15日,上汽个体旗下的打车平台享道出行颁布揭晓,实现超10亿元人平易近币B轮融资,由上汽个体、国内自动驾驶初创企业Momenta、高行打点咨询等投资,投后估值达到10亿美元。

    Earnings reports express

    财报速递

    Chinese electric vehicle maker Li Auto said its interim net loss widened by 5.6 percent to 629 million yuan year-on-year, due mainly to a doubling of expenses in sales and its general operations. Still, the company's total revenue amounted to 18.2 billion yuan, representing a 112.4-percent year-on-year increase. In the second quarter this year, Li Auto’s deliveries slid under 30,000 compared to the last two quarters, but increased 63 percent from the same period last year. 

    理想汽车上半年营收促成112%:8月15日,理想汽车颁布了2022年二季度及上半年事迹。今年上半年,理想汽车实现业务收入促成182.95亿元,同比促成112.4%;净盈余6.52亿元,较去年同期扩大9.5%;归属母公司净盈余6.29亿元,盈余同比扩大5.61%。第二季度,理想汽车的交付量为2.87万辆,同比促成为了63.2%,环比下滑,此前两个季度交付量均逾越了3万辆。

    Chinese media company China Literature saw its first-half net profit plunge by 78.9 percent year-on-year to 228.5 million yuan, while the adjusted profit inched up by 0.2 percent to 666 million yuan. Revenue of the Tencent-backed firm declined by 5.9 percent to 4.1 billion yuan. Sales at its online business, which accounted for more than half of the total revenue, fell by 9.2 percent to 1.76 billion yuan. However, its monthly average revenue per user for its pay-to-read business increased by 6.6 percent to 38.8 yuan as paid users reached 8.1 million as of the end of June, it said in a filing on Monday.

    阅文个体上半年收入40.9亿:8月15日,阅文个体颁布了2022年中期事迹报告。报告期内,阅文个体实现营收40.9亿元,同比削减5.9%;期内红利2.32亿元,同比下滑78.5%;公司权力持有人应占红利为2.29亿元,同比下滑78.9%;非国际财政报告准则公司权力持有人应占红利为6.66亿元,同比促成0.2%。在线业务收入同比削减9.2%至23.07亿元,占总收入的56.4%。阅文在线业求实现收入同比削减9.2%至23.1亿元,占总收入的56.4%。终止2022年6月,阅文月付费用户达810万人,每名月付费用户匀称月收入达到38.8元,同比促成6.6%。

    Chinese hotpot chain Haidilao International Holding fell into the red in the six months ended June 30, the Beijing-based company said late Sunday. It had a net loss of between 225 million and 297 million yuan, compared with 96 million yuan in net profit a year earlier. Revenue likely fell 17 percent to be no less than 16.7 billion yuan. Shares of Haidilao rallied 8 percent on Monday as investors were relieved that the first-half loss wasn’t as big as they feared, after the firm reported a net loss of 4.2 billion yuan for last year.

    海底捞净盈余低于预期:8月14日晚间,海底捞国际控股无限公司宣布了2022年上半年红利预警。看护书记表现,终止2022年6月30日六个月中,海底捞收入预计不低于167亿元,与2021年同期的201亿元收入比较最高下滑17%;净利润方面,2022年上半年,海底捞预期净盈余额约在2.25亿元至2.97亿元,与2021年同期约9650万元的净利润比较,转盈为亏。尽管海底捞今年上半年仍出现净盈余,但其事迹已经超出市场预期,8月15日开盘,海底捞股价涨幅达7.99%。

    Switching gears to financial news

    金融市场消息

    China's central bank plans to issue 25 billion yuan worth of bills in Hong Kong next Monday. The central bank bills will be issued in two batches. One batch is worth 10 billion yuan with a maturity of three months. The other batch is worth 15 billion yuan with a maturity of one year, the People's Bank of China said in a statement Tuesday.

    央行下周一在港发行250亿央票:人平易近银行网站8月16日消息,2022年8月22日中国人平易近银行将经由过程香港金融打点局债务货物核心结算体系(CMU)债券投标平台,招标发行2022年第七期和第八期核心银行单子。据介绍,第七期核心银行单子今天不日3个月,为安稳利率附息债券,到期还本付息,发行量为人平易近币100亿元。第八期核心银行单子今天不日1年,为安稳利率附息债券,每半年付息一次,发行量为人平易近币150亿元。

    China’s holdings of US Treasury bonds shrank for the seventh consecutive month in June to the lowest level in 12 years. China cut its holdings by $13 billion to $967.8 billion in June, the lowest level since May 2010, but it remains the US’ second-biggest creditor, according to data released by the US Treasury Department Monday. 

    中国间断7个月减持美债:美国财政部美东时光8月15日颁布的2022年6月的财政部国际资本 (TIC) 数据表现,6月,海内持有的美国国债在6月添加51亿美元至7.43万亿美元。个中,中国(海洋)6月所持美债削减130亿美元,至9678亿美元,这是中国间断7个月减持美国国债,局限降至12年来最低。

    Wrapping up with a quick look at the stock market

    股市开盘环境

    Chinese stocks edged slightly higher on Tuesday, led by gains in photovoltaic and property stocks on policy support. The Shanghai Composite and Shenzhen Component added 0.05 percent and 0.08 percent each. In Hong Kong, the Hang Seng Index closed 1.05 percent lower, as the TECH index dropped 2.03 percent. 

    周二三大股指小幅收涨。终止开盘,沪指涨0.05%,深证成指涨0.08%,创业板指涨0.47%。光伏等赛道股延续走强,农产品加工、养殖业、电力动作举措、房地产开发、汽车财富链等板块表现生动。港股全天震撼下挫,恒生指数跌1.05%,科技指数跌2.03%。

    Biz Word of the Day

    财经辞汇划重点

    Fixed assets are a form of non-current assets which are company-owned, long-term tangible assets. These assets make up its day-to-day operations to generate income. Being fixed means they can't be consumed or converted into cash within a year. Fixed assets can include buildings, computer equipment, software, furniture, land, machinery, and vehicles.

    安稳资产是指企业为临蓐产品、提供劳务、出租或许规画打点而持有的、应历时光逾越12个月的,价格达到必定标准的非钱银性资产,蕴含房屋、营造物、古板、机器、运输货物以及其他与临蓐规画流动无关的动作举措、器具、货物等。安稳资产是企业的休息伎俩,也是企业赖以临蓐规画的次要资产。

    Executive Editor: Sonia YU

    Editor: LI Yanxia, HE Jia

    Host: Stephanie LI

    Writer: Stephanie LI

    Sound Editor: ZENG Libin

    Graphic Designer: ZHENG Wenjing, LIAO Yuanni

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

    Presented by SFC

    编委:  于晓娜

    策动、编辑:李艳霞、和佳

    播音:李莹亮

    撰稿:李莹亮

    音频制作:曾丽镔

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