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五十路レンタのおばさん:疫情反复无常,民众如何应对新挑战!
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五十路レンタのおばさん:疫情反复无常,民众如何应对新挑战!

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  红星资本局4月21日消息,近日,由浙江省国有资本运营有限公司发行的债券“25浙资K3”发布了一则更正公告,称此前已披露的发行公告部分内容需要调整,主要调整了两处,一是更正了债券名称,二是更正了债券期限。

  资料配图图据图虫创意

  具体来看,一是将债券全称更正为“浙江省国有资本运营有限公司2025年面向专业投资者公开发行科技创新公司债券(第二期)”;二是附件一“网下利率询价及申购申请表”之“重要提示”之第3项更正为“3、本期债券为10年期固定利率债券,申购利率区间为:1.80%-2.80%”。

  红星资本局注意到,4月17日,浙江省国有资本运营有限公司披露的原发行公告中,将债券全称写成了“浙江省国有资本运营有限公司2025年面向专业投资者公开科技创新发行公司债券(第二期)”,“发行”二字语序出现了错误。此外,该债券发行期限为10年期,原发行公告显示为“本期债券为3年期固定利率债券”。

  更正前的发行文件

  此外,红星资本局对比了更正前后的债券发行公告文件发现,不止上述两处笔误。

  资料显示,该债券的主承销商有5家,分别为中信建投(601066.SH;6066.HK)、华泰证券(601688.SH;6886.HK)全资子公司华泰联合证券、中信证券(600030.SH;6030.HK)、国泰海通(601211.SH)、财通证券(601108.SH),均为行业知名券商。

  不过,在4月17日发布的原发行公告主承销商盖章页中也有错误,原发行公告显示,华泰联合证券盖章页中债券全称正确,但漏掉了华泰联合证券的名字。财通证券盖章页中则是将财通证券写成了江海证券。

  更正前的发行文件

  从最新披露的发行文件来看,该处错误已经更正。

  更正后的发行文件

  红星新闻记者蒋紫雯

  

  路透社对经济学家进行的一项调查发现,尽管人们对美国主导的贸易政策导致经济增长放缓的担忧日益加剧,但印尼央行本周三(4月23日)仍将维持利率不变,以支撑面临压力的印尼盾。

  今年以来,印尼盾已下跌逾4%,并在接近历史低点的水平徘徊,因此印尼央行可能会对仓促降息持谨慎态度。

  印尼盾最初因总统普拉博沃・苏比安托的财政计划的影响而承压,但最近又受到美国对所有进口自印尼的商品征收32%关税的冲击(目前该关税已暂停90天)。

  印尼财政部长斯里・穆尔亚尼・英德拉瓦蒂最近表示,作为东南亚最大的经济体,印尼多年来一直以约5%的速度稳步增长,但美国的关税可能会使其经济增速放缓0.3%至0.5%。

  目前,印尼正在与美国就一项贸易协议进行谈判。

  在路透社4月14日至21日对26位经济学家进行的调查中,除两人外,其余所有经济学家都预计,印尼央行本周三将把其基准的七天期逆回购利率维持在5.75%。

  隔夜存款利率和贷款便利利率预计也将分别维持在5.00%和6.50%。

  巴克莱银行高级地区经济学家布莱恩・谭表示:“开斋节假期后,美元兑印尼盾明显大幅上涨,我们怀疑印尼央行4月份是否还能重启降息举措。”

  “话虽如此,由于政府支出放缓以及美国关税方面的最新动态,支持经济增长的必要性可能在上升。”

  时间安排

  经济学家预测,印尼央行本季度可能会将关键政策利率下调25个基点至5.50%,并在第三季度下调至5.25%,预计该利率将维持在这一水平直至2025年底。

  穆迪分析公司副经济学家班智敏(JeeminBang)表示:“我们仍预计印尼央行的下一步行动将是降息25个基点,但降息的时间越来越不确定。”

  该调查还预测,今年印尼的通货膨胀率平均将为2.1%,明年将升至2.7%,而经济增长预计在2025年平均为4.8%,2026年为4.9%,略低于上一次调查结果和官方预测。

  编辑

  分享

  把这段翻译润色一下,使其更符合中文表达习惯。

  把这段英文再翻译成其他语言,比如日语。

  利率对于一个国家的经济发展有哪些具体影响?

  4月以来,稳内需背景下,地产政策预期升温,叠加楼市止跌回稳迹象明显,地产板块已率先收复关税风波以来跌幅。以代表A股龙头地产行情的中证800地产指数为例,截至4月21日,中证800地产指数已由4月7日反弹上涨2.44%,率先收复关税风波以来跌幅。

  资金亦频频借道ETF布局地产板块机会。4月21日,全市场唯一跟踪中证800地产指数的地产ETF(159707)场内小幅调整,资金盘中溢价抢筹5050万份!此前,资金近五日已有两日大幅加仓,近五日累计加仓金额超2800万元,表明对后市机会的积极看多。

  针对地产板块近期表现,地产ETF(159707)基金经理蒋俊阳从政策、内需、销售等三方面进行了解读。

  首先,中央及地方政府持续推出地产放松政策,包括放宽购房资格、降低贷款利率等,有助于提振市场信心,促进销售回暖。我们认为,2025年地产政策有望持续宽松,在更加积极的财政政策、适度宽松的货币政策下,存量收储及城中村改造工作有望加速推进,改善现有住房供求关系,加快止跌回稳进程。

  其次,在当前关税摩擦带来的稳住内需的大前提下,稳地产的重要程度显著提升。2025年政府工作报告提出要持续用力推动房地产市场止跌回稳。近期,国常会也提出要持续稳定股市,持续推动房地产市场平稳健康发展。

  再者,房地产销售数据有所改善,行业基本面有改善预期。2025年1-3月,商品房销售面积和销售额同比降幅收窄,核心城市土拍热度高企,市场情绪逐步回稳,地产行业估值也有望逐步修复。

  配置上,蒋俊阳表示,地产板块中基本面相对稳健、资金实力较强、土储更为优质充裕的国央企,以及在本轮行业出清中率先完成信用修复的优质民企或更具备配置价值。相较于单一投资个股,集中配置一篮子龙头房企的地产ETF,具有风险分散等相对优势。

  布局央国企及优质房企,建议重点关注地产ETF(159707)。资料显示,地产ETF(159707)跟踪中证800地产指数,汇集市场13只头部优质房企,在投资方向上具有明显的头部集中度优势,前十大成份股权重超9成,央国企含量高!在行业出清大背景下,龙头地产或更具弹性!

  数据来源:沪深交易所等。

  风险提示:地产ETF被动跟踪中证800地产指数,该指数基日为2004.12.31,发布日期为2012.12.21,指数成份股构成根据该指数编制规则适时调整,其回测历史业绩不预示指数未来表现。文中指数成份股仅作展示,个股描述不作为任何形式的投资建议,也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的该基金风险等级为R3-中风险,适宜平衡型(C3)及以上投资者。任何在本文出现的信息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,投资人须对任何自主决定的投资行为负责。另,本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议,亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险,基金的过往业绩并不代表其未来表现,基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证,基金投资须谨慎。

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