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
New home prices in China’s first-tier cities stabilized in September;
Hong Kong aims to grow into I&T hub to complement BRI.
Here’s what you need to know about China in the past 24 hours
中国经济要闻
China's home prices in 70 large and medium-sized cities were generally stable in September, with top-tier cities seeing home prices basically unchanged, the National Bureau of Statistics (NBS) said Thursday.
New home prices of China's four first-tier cities, namely Beijing, Shanghai, Guangzhou and Shenzhen, were flat month on month in September, reversing a month-on-month decline of 0.2 percent in August, NBS data showed.
Prices of new homes in Beijing and Shanghai rose by 0.4 percent and 0.5 percent, respectively. However, new home prices in Guangzhou and Shenzhen are less optimistic, falling 0.6 percent and 0.5 percent, respectively.
In the secondary market, prices in first-tier cities increased by about 0.2 percent to halt a four-month decline. Beijing and Shanghai also led the recovery with a 0.7 percent and 0.6 percent gain, respectively.
New home prices fell in 45 of the 70 major cities versus their levels a year earlier, up from 44 in August. Prices of existing homes decreased year-on-year in 67 cities, versus 66 in August, the report on Thursday showed.
September and October are traditionally peak months for new-home sales in China, with developers offering promotions and releasing new properties on to the market.
Analysts noted that although the market has not yet recovered as a whole, prices in some cities and regions have bottomed out and showing signs of rebound.
Market-friendly policies introduced in late August and early September were pivotal, as these policies have a significant role in driving up part of the new and secondary homes sales and supporting price stability, experts said.
据国家统计局网站消息，10月19日，国家统计局公布2023年9月份70个大中城市商品住宅销售价格变动情况。一线城市新建商品住宅销售价格环比持平、同比涨幅扩大，二手住宅环比转涨、同比降幅收窄。
其中，北京和上海新建商品住宅销售价格环比分别上涨0.4%和0.5%，广州和深圳环比分别下降0.6%和0.5%。一线城市二手住宅销售价格环比连续4个月下降后首次转涨，涨幅为0.2%，其中北京和上海环比分别上涨0.7%和0.6%，广州环比下降0.7%，深圳环比持平。
二、三线城市商品住宅销售价格环比下降、同比有涨有降。二线城市新建商品住宅销售价格环比下降0.3%，二手住宅环比下降0.5%。三线城市新建商品住宅销售价格环比下降0.3%，二手住宅环比下降0.5%。
在70个大中城市中，新建商品住宅销售价格同比下降城市有45个，比上月增加1个，二手住宅销售价格同比下降城市有67个，比上月增加1个。
专家解读称，从统计局公布的9月屋价数据来看，虽然全国层面的市场还未整体复苏，但部分城市和区域的市场已经有触底反弹迹象。8月底9月初密集政策对市场复苏起到了一定作用，带动部分市场一二手房销量回升的同时，也同步对屋价稳定起到了明显支撑作用，预计后续随着各地政策不断深化，尤其是一、二线热点城市限购政策进一步放开，市场将有望进入更为扎实的复苏阶段。
目前政策的确加速了市场复苏的预期，但由于大环境不确定性依然存在，以及居民对于未来收入预期等因素存在，今年市场总体将维持“弱复苏”态势，四季度预计还会有部分城市呈现触底反弹，今年商品房销售金额预计将和去年持平，屋价总体还将在底部徘徊。
The BRI: A road to hope and prosperity
“一带一路”十周年：希望与繁荣之路
Hong Kong Chief Executive John Lee on Wednesday said the city will work to develop into an international hub for innovation and technology, in line with the needs of the Belt and Road Initiative (BRI). Speaking after attending the Belt and Road Forum, Lee said Hong Kong has “unlimited” scope to contribute to technological development. “We are conscious of developing Hong Kong as an international I&T centre,” he noted. Meanwhile, Hong Kong Stock Exchange CEO Nicolas Aguzin said that the SAR can play an important role in facilitating the two-way flow of capital between China and countries involved in the Belt and Road Initiative. Speaking at the Belt and Road forum on Wednesday, he said young people in ASEAN are making their mark on the global stage through innovation. He said Hong Kong can connect China's capital with them. Hong Kong is uniquely placed to connect these opportunities to both China’s onshore investor pool and the international investor pool. No other market in the world can offer this in the way Hong Kong can do it, he said.
香港在“一带一路”科技发展的贡献空间很大：18日，香港特区行政长官李家超在出席第三届“一带一路”国际合作高峰论坛开幕式后接受采访时表示，香港要着力在科技方面发展，配合国家共建“一带一路”。李家超说，共建“一带一路”方面，香港在科技发展的贡献空间很大，回港后会着力处理。香港要着力建成国际创科中心，在融入国家发展大局中，与不同地方配合。他指出，特别是在落实《河套深港科技创新合作区深圳园区发展规划》方面，香港大有可为。另外，港交所行政总裁欧冠升表示，正开发一个全面金融网络，让本地和国际投资者能够对内地金融产品进行交易、报价、结算和风险管理，加强互联互通；亦正发展一个可持续金融生态系统。他强调,交易所一直开发合适渠道、平台和产品，支援“一带一路”国家与内地双向流动，包括加强上市制度，支持新经济、生物或特专科技等领域的集资活动。他表示，东南亚正快速发展基础建设项目和工业化计划，当地的年轻人口亦推动该区创新。他说，目前东南亚有逾50家独角兽公司，亦有不少成长中的准独角兽需要大量资金发展业务，认为香港有独特优势，将境内外投资者联系，支持有关企业发展。
Trina Sola said it plans to build a production base covering all aspects of the solar industry chain in the United Arab Emirates to promote the Chinese solar equipment giant's business in the Middle East and add to the UAE green infrastructure and eco-friendly energy utilization. The factory will have an annual output of about 50,000 tons of high-purity silicon, 30 gigawatts of silicon wafers, and 5 GW of battery modules, Trina Solar announced late yesterday, citing an MOU it signed with Abu Dhabi Ports and Jiangsu Provincial Overseas Cooperation and Investment during the Belt and Road Forum.
天合光能奔赴中东：10月19日，天合光能发布公告，公司与AD Ports、江苏省海外合作投资有限公司于中国北京举办的第三届“一带一路”国际合作高峰论坛上签署了《关于天合光能阿联酋项目的合作谅解备忘录》。根据备忘录，公司有意向在示范园和哈利法经济区内投资建设垂直一体化大基地项目，包含硅料、硅片、电池、组件在内的光伏全产业链。规划中的产能包括5万吨硅料、30GW硅片和5GW电池组件，分三期建设。此举将进一步促进天合光能光伏全产业链布局在中东地区的落地，推动天合海外产业园的建设。
Chinese carmaker Changan Automobile inked a deal with the Board of Investment of Thailand at the Belt and Road Forum to invest THB8.8 billion (1.77 billion yuan) to build a new energy vehicle factory in Thailand. The factory will produce pure electric vehicles and plug-in and extended-range hybrid vehicles to be sold in Thailand, ASEAN member countries, Australia, New Zealand, UK, and South Africa, the company announced yesterday.
长安汽车签约泰国建新能源车厂：10月18日，长安汽车发布信息，在第三届“一带一路”国际合作高峰论坛，公司与泰国投资促进委员会签约，计划在泰国投资88亿泰铢（约合人民币17.7亿元）建设新能源汽车生产工厂，一期建设产能可达10万辆。
Next on industry and company news
产业及公司新闻
China's grain output is likely to set a new record this year, thanks to a bumper autumn harvest, an official with the NBS said on Wednesday. The Ministry of Agriculture and Rural Affairs expected the acreage for autumn grain in 2023 to reach 1.31 billion mu, about 7 million mu more than last year.
全年粮食有望再获丰收：10月18日，国家统计局农村社会经济调查司司长王贵荣表示，农业经济形势总体良好，全年粮食有望再获丰收。秋粮播种面积稳中有增，长势总体正常，全国粮食有望再获丰收。农业农村部最新农情调度显示，目前，全国秋粮收获已过七成。今年，全国秋粮面积达13.1亿亩，比上年增加700万亩左右。
Hozon New Energy Automobile's Neta Auto, the bestselling brand among Chinese electric vehicle startups last year, will open its first research and development center abroad and an assembly plant in the United Arab Emirates. The facilities will be located in Abu Dhabi’s new Smart and Autonomous Vehicle Industry cluster, becoming Neta's hub for the Middle East and North Africa, the carmaker announced Wednesday.
哪吒汽车阿布扎比设研发中心和组装厂：18日消息，浙江合众新能源汽车有限公司旗下电动车品牌哪吒汽车将在阿联酋阿布扎比新建的智能和自动驾驶汽车产业(SAVI)园区中开设一个研发中心和组装厂。该项目由阿布扎比经济发展部(ADDED)和阿布扎比投资办公室(ADIO)主导，总部设在玛斯达城。该园区提供最先进的设施、增值服务，并有助于自动驾驶汽车应用的设计、测试和制造。
Shares of Gome Retail Holdings jumped after the cash-strapped Chinese retailer rebutted a report that it has closed all of its stores in Guangdong province but noted that their number has dropped significantly. Gome had two self-operated stores and 107 franchised outlets in Guangdong as of the end of September, compared to 14 and 181, respectively, at the end of June, the firm said yesterday. The company will continue to adjust the numbers as it is optimizing its online and offline business integration strategy, it added.
国美否认关闭广东所有门店：10月18日晚间，国美零售控股有限公司发布公告称，公司董事会注意到市场有关集团关闭广东省门店的新闻报道。董事会澄清在2023年9月30日，本集团于中国广东省拥有自营店2家及加盟店107家，相比于2023年6月30日拥有自营店14家及加盟店181家。此外，上述公告还称，在2023年中期报告中披露，国美零售正在优化及升级新模式经营策略并实现线上线下一体化。因此，门店数目在将来或会再有改变。国美零售今日迎来小幅反弹，盘中一度涨近10%。
Switching gears to financial news
金融市场消息
China, the United States’ second-largest creditor, reduced its holdings of US Treasury Bonds for the fifth consecutive month to a new lowest since June 2009 in August, according to the latest official data. China pared its ownership of US Treasuries by USD16.4 billion to USD805.4 billion in August from the previous month, according to data released yesterday by the US Department of the Treasury.
中国持有美债规模连续5个月下降：美国财政部数据18日显示，截至8月末，中国持有美国国债8054亿美元，环比下降164亿美元，连续五个月下降，续创2009年6月以来新低。
Chinese yuan's international payment share hit a record high of 3.71 percent in September and retained its position as the fifth most active currency for global payments, data from the SWIFT system showed on Wednesday. Overall, the yuan's payments value increased by 2.77 percent compared with the previous month, while in general all payments currencies decreased by 3.96 percent, SWIFT data revealed.
人民币全球支付占比连刷记录高位：19日，环球银行金融电信协会最新发布的人民币月度报告和数据统计显示，2023年9月，在基于金额统计的全球支付货币排名中，人民币保持全球第五大最活跃货币的位置，占比3.71%。这一比例再度刷新纪录。
Wrapping up with a quick look at the stock market
股市收盘情况
Chinese stocks hit a new low for the year on Thursday, dragged by consumer-related shares. The benchmark Shanghai Composite and the Shenzhen Component each plunged 1.7 percent. Hong Kong’s Hang Seng index also dropped 2.5 percent and the TECH index fell 1.9 percent.
A股港股大幅收跌：周四A股三大指数持续下挫，截至收盘，沪指跌1.74%险守3000点，创2022年11月以来新低；深证成指跌1.65%，创2020年3月以来新低；创业板指跌1.28%。两市超3900下跌，全天成交8127亿元，北上资金净卖出117.04亿元。港股恒指跌2.46%，恒生科指跌1.9%。
Biz Word of the Day
财经词汇划重点
The Society for Worldwide Interbank Financial Telecommunication (SWIFT)is a Belgian cooperative society providing services related to the execution of financial transactions and payments between certain banks worldwide. Its principal function is to serve as the main messaging network through which international payments are initiated.
环球银行金融电信协会（SWIFT），或译环球同业银行金融电讯协会，是一个总部位于比利时布鲁塞尔的中立性国际组织。在这个系统中传输的都是银行间的业务信息以及相关的交往信息，包括企业跨境结算信息和银行之间跨境清算信息（支付清算指令）。
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
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