1、央行发布数据显示，10月，社会融资规模增量8963亿，同比多增3370亿；人民币贷款增加6513亿，同比多增1377亿。10月末，社会融资规模存量152.41万亿，同比增长12.7%；广义货币（M2）余额151.95万亿，同比增长11.6%。
THE PEOPLE’S BANK OF CHINA (PBC) released data showing that in October, the increment of social financing scale was 896.3 billion yuan, a year-on-year increase of 337 billion yuan; the RMB loans increased by 651.3 billion yuan, a year-on-year increase of 137.7 billion yuan. By the end of October, the stock of social financing scale was 152.41 trillion yuan, a year-on-year increase of 12.7%; the broad money (M2) balance was 151.95 trillion yuan, a year-on-year increase of 11.6%.
2、经济参考报消息，中国的资产泡沫有着顽固的体制基础，这是过去“破而难去”的根源所在。要消除资产泡沫，根本出路在于加快结构性改革，加快经济转型进程，需要改变“投资-债务-货币供给”这个逻辑链条，而不能仅仅依赖货币政策的调整。
ECONOMIC INFORMATION DAILY news, Chinas asset bubble has a stubborn institutional foundation, which is why the previous bubble "could be broken but difficult to eliminate". To eliminate the asset bubble, the fundamental way out is to speed up the structural reform, speed up the process of economic restructuring, the logical chain of "investment - debt - money supply" needs to be changed, rather than just rely on monetary policy adjustments.
3、发改委陈东琪表示，中国房地产政策要强调稳，房地产调控应该采取结构性方式，用中长期策略应对短期问题，而不能全线打压，以防止房地产行业可能的崩盘对宏观经济的影响。一二线城市房地产市场将继续稳定，而三四线城市房地产则会随着基础设施改善、资本回流以及多方政策支撑而有望走强。
National Development and Reform Commission (NDRC) Chen Dongqi said that, Chinas real estate policy needs to emphasize stability, real estate regulation and control should take structural approaches, dealing with short-term problems with long-term strategy, while it should not take suppression across the board, so as to prevent the impact of possible real estate industry collapse on the macro economy. The real estate market in the first and second-tier cities will continue to stabilize, while the real estate of the third and fourth-tier cities is expected to strengthen with the improvement of infrastructure, the return of capital and multi-policy support.
4、海通证券李迅雷认为，这一轮房地产的调控中，房价应该会有所回落，但不会大跌。不过，房地产的销售额会出现比较明显的回落，风险则会不断地消解。随着居民的收入水平继续提高，如果房地产调控政策执行顺利，则房地产价格偏高问题可能会慢慢钝化。
HAITONG SECURITIES Li Xunlei believes that during this round of real estate regulation and control, the housing prices should be down, but will not crash. However, the real estate sales will show relatively obvious decline, the risk will continue to be digested. As residents income levels continue to improve, if the real estate control policies being implemented smoothly, the real estate high price problem may be gradually passivated.
5、中证报消息，目前市场对于城投债估值仍然依靠对应地方政府财力和债务等“老”方法，所谓城投债的“金边”属性。从地方债务置换、政府加杠杆和债务周期角度看，新城投信用资质对于地方政府的依赖将趋于减少，而融资平台转型也将是大势所趋。从更长时间维度来看，预计新老城投估值仍将出现分化。
China Securities Journal news, the current market valuation on city investment bonds still rely on the matching of the local government financial and debt and other "old" methods, the so-called city investment bonds "gilt-edged" attribute. From the perspective of local debt replacement, government leverage-adding and debt cycle, the new city investment credit qualification will tend to rely less on local government, and financing platform transformation will also be the general trend. From a longer time-span point of view, the new and old city investment bonds are still expected to differentiate.
6、国务院办公厅印发《关于推动实体零售创新转型的意见》。《意见》指出，针对当前实体零售存在的发展方式粗放、有效供给不足、运行效率不高等突出问题，要以信息技术应用激发转型新动能，推动实体零售实现三个转变。
General Office of the State Council of the Peoples Republic of China issued the Opinions on Promoting the Innovation and Transformation of Entity Retail. The "Opinions" pointed out that, for the current entity retail having crude development mode, being lack of effective supply, operating with insufficient efficiency and other outstanding problems, information technology will be applied to stimulate new kinetic energy for the transformation in order to promote entity retail to achieve the three changes.
7、发改委发布《关于做好通用航空示范推广有关工作的通知》。通知提出，鼓励和扩大社会资本投资通用航空业，发挥各类投资主体的作用，强化交通服务，促进通用航空与旅游、体育等融合发展，拓展通用航空服务领域。
National Development and Reform Commission (NDRC) issued the "notice on the relevant works for the general aviation demonstration and promotion". The notice calls for encouraging and expanding social capital to invest in the general aviation industry, letting all kinds of investors to play their roles, strengthening traffic services, promoting the integrated development of general aviation and tourism and sports, and expending the scope of general aviation service.
8、国泰君安林采宜表示，在负利率时代，资产的全球化配置是必然的选择。随着英国脱欧、特朗普获选，靠外部投资增长的新兴国家会受冲击。高油价时代已结束，黄金仍是较为稳健的避险资产。而股市方面，衣食住行、医疗、教育等基本消费板块值得考虑。
GUOTAI JUNAN SECURITIES Lin Caiyi said that in the era of negative interest rates, the global allocation of assets is an inevitable choice. As the British left the EU and Trump was elected, emerging countries by the growth of external investments will be impacted. High oil price era has ended, gold is still a relatively safe haven asset. For the stock market, basic consuming sectors including life necessities, health care and education are worth considering.
9、人民日报海外版消息，业内人士指出，此轮煤价上涨更多是一种“报复性反弹”。尽管这会给煤炭企业带来回款速度加快、资金占用减少等利好，但煤炭产业自身负债率过高、产业集中度过低、税费负担过重等问题并没有得到根本改善。
PEOPLE’S DAILY OVERSEAS EDITION news, the industry insiders pointed out that this round of coal price rise is more of a "retaliatory rebound." Although this can bring benefits like speeding up the collection of payments for coal companies and reducing of the occupation of funds, the problematic situations, like the coal industrys own debt ratio being too high, industry concentration being too low and the tax burden being too heavy, have not been fundamentally improved.
10、发改委表示，对于这一轮大蒜价格的过快上涨，主要原因是今年大蒜产量的降低。对于近期大蒜价格过快上涨的现象，价格主管部门密切关注，近期已部署山东、河南、江苏三省大蒜主产区开展大蒜价格的巡查。已将小宗农产品价格分析预警系统纳入"12358"价格监管平台二期建设，目的就是通过及时研判价格走势，避免小宗农产品价格大起大落。
National Development and Reform Commission (NDRC) said that for this round of garlic prices rising too fast, the main reason is the lower production of garlic this year. For the recent phenomenon of garlic prices rising too fast, the price departments are paying close attention, garlic price inspections have been carried out in the main producing areas in three provinces of Shandong, Henan and Jiangsu. Price analysis and early warning system of small-quantity agricultural products has been included in the second phase construction of "12358" price monitoring platform, the purpose is to evaluate the price trend in a timely manner and avoid sharp rises and falls of prices of small-quantity agricultural products.
11、财经早餐今天的回复关键词是：房价。各地限购政策已出台一月有余，想知道哪些城市房价“死灰复燃”吗？财经早餐特别统计了多个主要城市楼市实时价量数据。点击公众号界面左下按钮，文字或者语音回复房价即可。
Femorning’s keyword for replying today is housing price. The purchase restriction policies in various regions have been introduced for more than a month, would you like to know which city’s housing price "resurged"? Femorning provides you with real-time price and volume data for a number of cities. All you need to do is to click on the button in the lower left of our Wechat interface, reply housing price by text or voice.
财经早餐粤语版
财经早餐今天的回复关键词是：房价。各地限购政策已出台一月有余，想知道哪些城市房价“死灰复燃”吗？财经早餐特别统计了多个主要城市楼市实时价量数据。点击公众号界面左下按钮，文字或者语音回复房价即可。
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