【财经期刊FM-Radio｜2021年01月05日】
【今日热点新闻一览↓↓】
国常会：通过印花税法草案 证券交易印花税纳入法律规范
The National Standing Committee:Passed the draft stamp duty law and included securities transaction stamp dutyinto legal regulations
草案规定买卖、技术等合同和证券交易的税率维持不变，降低加工承揽、建设工程勘察设计、货物运输合同和营业账簿的税率，取消许可证照等的印花税税目，同时明确现行印花税税收优惠政策总体不变。
The draft stipulates that the tax rates forsales, technology and other contracts and securities transactions remainunchanged, reduce the tax rates for processing contracts, constructionengineering survey and design, cargo transportation contracts and businessaccount books, abolish stamp tax items such as licenses, and clarify thecurrent overall stamp tax preferential policies constant.
央行最新论文：点名地方政府金融监管四大问题 将强化新兴金融业务监管
The latest paper from the CentralBank: naming the four major issues of local government financial supervisionwill strengthen the supervision of emerging financial services
当前，一些地方金融机构依托科技手段实现全国展业、突破原有地域范围，经营波动性和风险外溢性大幅增加，对此原有的地方金融监管明显不足，需要在充分调查研究的基础上制定和完善监管政策，加强中央垂直监管与地方属地监管之间的协调，共同做好金融新业态的风险防范。
At present, some local financialinstitutions rely on scientific and technological means to achieve nationaldevelopment and break through the original geographical scope. Operationalvolatility and risk spillover have increased significantly. For this reason,the original local financial supervision is obviously insufficient, and it isnecessary to formulate and formulate on the basis of full investigation andresearch. Improve regulatory policies, strengthen coordination between thecentral vertical supervision and local territorial supervision, and worktogether to prevent risks in new financial formats.
中国12月财新制造业PMI回落至53，但仍显著高于荣枯线
China's Caixin manufacturing PMIfell to 53, but it was still significantly above the line of prosperity
在全球需求转强、新冠疫情结束等预期因素下，中国制造业界普遍相信未来一年产量将会超过目前水平。
With the expected factors such as strongerglobal demand and the end of the new crown epidemic, the Chinese manufacturingindustry generally believes that the output in the next year will exceed thecurrent level.
工信部谈新能源车：将围绕碳中和目标制定汽车产业实施路线图
The Ministry of Industry andInformation Technology talks about new energy vehicles: A roadmap for theimplementation of the automobile industry will be formulated around the goal ofcarbon neutrality
肖亚庆表示，将强化整车集成技术创新，推动电动化与网联化、智能化并行发展。他还称，对5G要“保持耐心、留出空间。不久的将来，5G将带来令人欣喜甚至意想不到的变化。”
Xiao Yaqing said that it will strengthenthe innovation of vehicle integration technology and promote the paralleldevelopment of electrification, interconnection and intelligence. He also saidthat “be patient and leave room for 5G. In the near future, 5G will bringgratifying and even unexpected changes.”
小鹏汽车12月交付量5700，同比增326%，刷新历史新高
Xiaopeng Motors delivered 5,700in December, a year-on-year increase of 326%, a record high
小鹏P7、小鹏G3单月交付量均创2020年新高。整个四季度，小鹏汽车累计交付12964台，同比增长303%，超出公司对四季度10000台的指引近30%。
The monthly deliveries of Xpeng P7 andXpeng G3 both hit new highs in 2020. Throughout the fourth quarter, XiaopengMotors delivered a total of 12,964 units, a year-on-year increase of 303%,which exceeded the company's guidance of 10,000 units in the fourth quarter bynearly 30%.
“电动神车”宏光MINI五个月卖了将近13万辆！伪概念股五菱汽车飙了30%！
"Electric God Car"Hongguang MINI has sold nearly 130,000 in five months! Pseudo-concept stockWuling Automobile soared by 30%!
过去三个月，五菱宏光MINI一直稳坐全国新能源车销售冠军，完全碾压特斯拉Model 3，单日最高曾卖掉2000辆！
In the past three months, Wuling HongguangMINI has been firmly in the national new energy vehicle sales champion,completely overwhelming Tesla Model 3, and has sold a maximum of 2,000 vehiclesin a single day!
拜腾汽车与富士康签战略合作协议，力推概念车明年一季度量产
Byton Auto signed astrategic cooperation agreement with Foxconn to promote mass production ofconcept cars in the first quarter of next year
1月4日，澎湃新闻从拜腾汽车处了解到，拜腾汽车与富士康科技集团、南京经济技术开发区签署战略合作框架协议，合力加速推进拜腾首款车型M-Byte的量产制造工作，力争在2022年第一季度前实现M-Byte量产。
On January 4, The Paper learned from BytonMotors that Byton Motors signed a strategic cooperation framework agreementwith Foxconn Technology Group and Nanjing Economic and TechnologicalDevelopment Zone to jointly accelerate the mass production and manufacturing ofByton’s first model M-Byte , And strive to achieve mass production of M-Bytebefore the first quarter of 2022.
新能源车太火爆了，重型机械巨头徐工集团斥资55亿杀入战局
New energy vehicles are toopopular, heavy machinery giant Xugong Group invested 5.5 billion into the war
新能源车是真的火，徐工集团青山控股狂砸55亿，新能源重卡不是梦?
New energy vehicles are really popular. XCMG Qingshan Holdings smashed5.5 billion yuan. Is new energy heavy truck a dream?
媒体：滴滴计划今年上市，或赴港IPO，估值最高800亿美元
Media: Didi plans to go publicthis year or go to Hong Kong for an IPO, with a valuation of up to US$80billion
疫情期间，网约车订单量一度跌至1000万单以下。在此背景下，“一些投资人急于变现。”
During the epidemic, the number of onlinecar-hailing orders fell below 10 million. In this context, "some investorsare eager to cash out."
全文首次公开！海南自由贸易港法开始征求意见！
The full text is released for thefirst time! The Hainan Free Trade Port Law begins to solicit opinions!
草案提出，鼓励海南省在国务院批准的限额内发行地方政府债券支持海南自由贸易港项目建设。设立政府引导、市场化方式运作的海南自由贸易港建设投资基金。
The draft proposes to encourage HainanProvince to issue local government bonds within the quota approved by the StateCouncil to support the construction of the Hainan Free Trade Port project.Establish a government-guided and market-oriented Hainan Free Trade Portconstruction investment fund.
2021年元旦档票房创新高
New Year's Day boxoffice record high in 2021
国家电影局4日发布数据，2021年1月1日至3日（元旦档）全国电影票房达12.99亿元，打破了2018年创造的12.71亿元档期票房历史纪录，其中元旦当日票房6.01亿元，同比增长107.12%，刷新2018年创造的3.68亿元元旦单日票房纪录。
The National Film Bureau released data onthe 4th. From January 1 to 3, 2021 (New Year's Day file), the national moviebox office reached 1.299 billion yuan, breaking the historical record of 1.271billion yuan box office created in 2018, of which 601 million yuan on NewYear's Day , A year-on-year increase of 107.12%, breaking the single-day boxoffice record of 368 million yuan on New Year’s Day created in 2018.
今天又涨517亿元，中国新首富=马云+2个王健林！什么生意这么赚钱？
Today it rose 51.7 billion yuan,China's new richest man = Jack Ma + 2 Wang Jianlin! What business is soprofitable?
这是中国人首次进入彭博全球亿万富豪排行榜前十，而钟晱晱的身家距离第六位的巴菲特也仅差14亿美元。
This is the first time that a Chinese has enteredthe top ten of Bloomberg's global billionaires list, and Zhong Weiyi's networth is only US$1.4 billion short of the sixth-placed Buffett.
员工猝死事件发酵 拼多多美股下跌超6% 上海劳动监察部门已介入开展检查
Sudden death of employeesfermented, Pinduoduo US stocks fell more than 6%, Shanghai labor inspectiondepartment has stepped in to carry out inspections
知乎拼多多官方账号发布的有关员工意外去世言论引发市场关注，拼多多澄清未发布过网传回应。目前，上海劳动监察部门已介入开展检查。
Knowing that the remarks on the accidentaldeath of employees released by Pinduoduo's official account have aroused marketattention, Pinduoduo has clarified that it has not issued an online response.At present, the Shanghai Labor Supervision Department has stepped in to carryout inspections
英国首相宣布在英格兰全境再次实施最严格管控措施
The British Prime Ministerannounces that the strictest control measures will be implemented againthroughout England
当地时间4日晚20时（北京时间5日4时），英国首相鲍里斯·约翰逊发表电视讲话，宣布从5日起到2月中旬，英国全境实施最高级别严格管控措施，取代目前在英格兰地区分别实施的四级、三级以及二级管控措施，以阻断目前迅速蔓延的新冠病毒感染疫情。
At 20 pm local time on the 4th (4 pm on the5th Beijing time), British Prime Minister Boris Johnson delivered a televisedspeech, announcing that from the 5th to mid-February, the UK will implement thehighest level of strict control measures throughout the country, replacing thecurrent one in England The four-level, three-level, and second-level controlmeasures implemented by the regions respectively to stop the rapidly spreadingnew coronavirus infection epidemic.
为了加快接种速度，美国政府考虑将Moderna剂量减半
In order to speed up thevaccination rate, the US government is considering halving the dose of Moderna
特朗普政府曾称，2020年底前将完成2000万人的疫苗接种，但目前完成的接种量还不到四分之一。为加快疫苗接种进度，美国官员考虑对青壮年的疫苗接种减半。
The Trump administration once stated that20 million people will be vaccinated before the end of 2020, but less than aquarter of the total number of vaccinations currently completed. To speed upthe vaccination schedule, US officials are considering halving the vaccinationfor young adults.
奥运会又悬了？新年伊始，日本考虑宣布东京重新进入紧急状态
The Olympics are hanging again?At the beginning of the new year, Japan is considering declaring Tokyo's stateof emergency again
若紧急状态实施，将使日本国内生产总值减少2.8万亿日元（5%），并使奥运前景变得暗淡。
If the state of emergency is implemented,it will reduce Japan's GDP by 2.8 trillion yen (5%) and dim the outlook for theOlympics.
运输延误“因祸得福”？美12月Markit制造业PMI终值意外升至六年最高
Transportation delays "ablessing in disguise"? US December Markit manufacturing PMI unexpectedlyrises to the highest in six years
推动整体指数终值不降反升的主要驱动力是“供应商绩效大幅下降”，成本负担被显著推升，产出价格指数创2011年5月以来最高，供应商交货时间创史上最长。分析称，尽管暂时数据改善，这两个原因将限制生产能力、加剧美国制造业困境。
The main driving force for the final valueof the overall index to rise instead of falling is "supplier performancehas dropped significantly", cost burden has been significantly pushed up,output price index hit the highest since May 2011, and supplier delivery timeis the longest in history . According to the analysis, despite the temporarydata improvement, these two reasons will limit production capacity andexacerbate the plight of the US manufacturing industry.
成立仅三年 “三巨头”合资的医疗保健公司Haven将于下月解体
The healthcare company Haven, ajoint venture of the “Big Three”, will be disintegrated next month
成立三年后，由亚马逊、伯克希尔哈撒韦、摩根大通组成的合资医疗保健公司Haven即将于今年2月底解散。Haven的关闭可能预示着，从根本上改善美国的医疗保健系统十分困难。
Three years after its establishment, Haven,a joint healthcare company composed of Amazon, Berkshire Hathaway, and JPMorganChase, will soon be dissolved at the end of February this year. The closure ofHaven may indicate that it is very difficult to fundamentally improve the US healthcaresystem.
OPEC+2月按兵不动？俄罗斯提议继续缩小减产 但多数国家反对
OPEC+ will not move in February?Russia proposes to continue to reduce production, but most countries oppose
媒体称，本周OPEC+会上，俄罗斯提议2月将减产规模再缩小50万桶/日，但大部分OPEC+国家都反对2月进一步增产，沙特等国支持将1月的联合减产规模保持到2月。
According to the media, at the OPEC+meeting this week, Russia proposed to reduce the scale of production cuts byanother 500,000 barrels per day in February, but most OPEC+ countries opposefurther increases in production in February, and countries such as Saudi Arabiasupport keeping the joint production cuts in January to 2 month.
玩得就是心跳！创纪录新高后，比特币大幅回调17%，创3月以来最大单日跌幅 Play is heartbeat!After hitting a record high, Bitcoin pulled back 17% sharply, the biggestone-day drop since March
比特币一度单日暴跌5500美元；历史经验显示，在比特币四季度表现出色的年份中，后续新年1月常常会经历回撤。
Bitcoin once plunged $5,500 in a singleday; historical experience has shown that in the years when Bitcoin performedwell in the fourth quarter, the subsequent new year January often experienced aretracement.
今日见闻历
1月5日，星期二，忌迷糊
Tuesday, January 5th, don’t get confused
芒格告诉大家，迫切想知道事情的原委是好事。他断言，长期来看，这种思维方式能够提高我们解决现实问题的能力。不关心事情始末的人注定会失败，就是再聪明也无济于事。
Munger told everyone that it is a good thing to desperately want to know what happened. He asserted that in the long run, this way of thinking can improve our ability to solve real-world problems. People who don't care about the whole thing are doomed to fail, no matter how smart they are, it will not help.
今日要闻前瞻
美国12月ISM制造业指数。
作者：张良信息咨询服务工作室
Author: Zhang information consulting services studio
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Risk Warning: The opinions mentioned in this article only represent personal opinions, and the subject matter involved is not recommended. Buy and sell accordingly at your own risk.
来源：华尔街见闻
Source: Wall Street