(펌)내일자 중국 관련 소식

[미루木]

 

어제 인민은행의 긴축 가능성에 대한 언급으로 중국 본토 증시가 하락했구여~!

블룸버그에서 1시간 30분전 최신기사 가져왔어여~!

대략 3줄로 요약하면,(^^*)

1. 긴축 가능성 언급으로 신규 계좌 개설수가 대폭 축소되었으며, 중국증시는 이번주 조정이 예상되며, 담주에 상반기 실적 발표에 따라 반등 가능성이 있다구 화타이 증권 애널이 말했구여~!

2. CSI 300 지수가 6월 19일 최고점에서 약 12%정도 하락해 있네여~!

3. QDII 프로그램이 7월 5일부터 실행될 예정이며, QDII 프로그램의  최대기관인 공상은행이 4.45 billion yuan($585 million, 5.85억$)을 현재 확보중이며, 이중 반을 홍콩의 중국과 관련된 주식에 투자할 예정이고, 나머지 반은 아시아에 쏟을 예정이라구 합니다..   (참고로, 공상은행(ICBC)은 20억$의 QDII 투자금액을 할당 받았어여~!)

이상 허접한 요약이며, 영어 전공하신 다른 우수한 자원들에게 암호 해독 권리를 무료로 양도합니다.. (^^*)

원문은 필요한 분들을 위하여 그냥 데꾸왔어여~!

지렁이 싫어하시는 분들은 절대 보지 마세여~!  ㅡ,.ㅡ (저두 싫어함..)

China Stocks Drop on Interest Rate Concern; Pudong Bank Falls

By Zhang Shidong and Li Xiaowei

July 4 (Bloomberg) --

China's stocks fell after the central bank signaled it may raise interest rates and account openings at brokerages grew at the slowest pace since March,

suggesting the flow of savings into equities will diminish. Shanghai Pudong Development Bank Co. led the decline.

``Monetary policy may continue to rein in liquidity and the market is more or less expecting it and reacting to it,'' said Wu Jianxiong, an analyst at Guotai Junan Securities Co. in Shanghai.

The CSI 300 Index slid 88.65, or 2.3 percent, to 3743.58 at the close, after earlier rising as much as 0.4 percent.

Pudong Bank, the Chinese partner of Citigroup Inc., fell 1.61 yuan, or 4.5 percent, to 34.28. China Minsheng Banking Corp., the nation's only privately controlled lender, slipped 0.34 yuan, or 2.9 percent, to 11.40.

The People's Bank of China said yesterday it will ``moderately'' tighten monetary policy to limit lending and investment. Policy makers have raised interest rates twice this year and ordered banks to set aside more money as reserves five times amid concern excess liquidity will lead to asset bubbles, overcapacity and idle factories.

A further increase in interest rates would boost returns on bank savings and may stem the flow of funds into equities. Household yuan deposits fell by 278.4 billion yuan ($36.6 billion) in May as a rallying stock market led to some 300,000 new brokerage accounts being opened daily.

Fewer Account Openings

The rally, which caused the CSI 300 to more than triple in a year, has since faltered and the benchmark is 12 percent below the record close of 4253.00 set June 19. That's damping demand for stocks, with account openings at brokerages sliding to some 135,000 on July 2, the lowest daily tally since March 21, according to the latest figures from China Securities Depository & Clearing Corp.

Aluminum Corp. of China Ltd., the nation's biggest maker of the lightweight metal, also called Chalco, dropped 1.76 yuan, or 7.4 percent, to 22.18. Daqin Railway Co., the operator of China's biggest coal transport network, fell 0.58 yuan, or 3.7 percent, to 14.97.

Equities also fell on concern local investors will switch to shares outside the mainland, which are cheaper in valuation.

China's securities regulator said June 20 it will let the nation's brokerages and fund management companies put money into equities, government and corporate bonds outside the mainland under the so-called qualified domestic institutional investor, or QDII, program starting July 5.

Industrial & Commercial Bank of China Ltd., the nation's biggest lender, raised 4.45 billion yuan for the country's largest QDII fund so far, said the lender on July 2. The fund will invest half of its assets in China-related stocks in Hong Kong and the other half in high-yield bonds and money-market products across Asia, it said.

Swellfun Liquor

Local investors are expected to buy a combined $95 billion of overseas securities by the end of 2009, according to Z-Ben Advisors Ltd., which provides research on China's investment management industry.

The CSI 300 is now valued at 42 times reported earnings, the most expensive in the Asia-Pacific region.

The Shanghai Composite Index, which tracks the bigger of China's stock exchanges, fell 2.1 percent to 3816.17. The Shenzhen Composite Index, which covers the smaller one, lost 2.1 percent to 1078.95.

Elsewhere, Sichuan Swellfun Co., a Chinese liquor maker, climbed 0.95 yuan, or 6 percent, to 16.72. Net income for the first months through June 30 probably rose about 70 percent from a year earlier, because of increased sales, said the company in a statement today. It reported first-half profit of 35.4 million yuan last year.

To contact the reporter on this story: Zhang Shidong in Shanghai at szhang5@bloomberg.net

Last Updated: July 4, 2007 03:41 EDT

[미루木]

참고로 ★★★ H/B시장 시총 총액이 70억 위안정도 될 껍니다. ㅎㅎㅎ 근데 공상은행에만 4.5억 위안이 대기중이니... 절반만 들어온다고 해도... 엄청난 대기수요라고 합니다~

[정보는돈이다]

중국 본토는 매날 조정한데.. 좀 올림픽할때 까지만이라도 냅둬라..

[고고곡ㅋ]

또 조정??? 하여튼 짱개들.. 개미들 돈맛 못보게 지대로 막아서는구만.. 이러다 또 홍콩증시까지 영향이 있는건 아닌가 몰겠네요...ㅡㅡ;;

[우아한부자]

감사합니다. 지렁이도 이런 지렁이라면 자꾸 데려다 주세요.

[Anthony Kim]

미투...^^

[포유]

밑줄있는부분이 Keyword...홍콩증시에는 수급관련 굿뉴스네요... 음하하하..

[산정상]

번역 잘 하셨네요.... 정보 감사합니다..

[음악처럼]

오르려하면 긴축 설, 오르려면 또 긴축설.... 중국 정부가 주식 못 오르게 짜증날 만큼 발목을 잡네요. 억누른 만큼 언젠가 스프링 작용이 있을거라 짐작합니다.

[Anthony Kim]

좋은 정보 감사드립니다...(__)^^