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时间：2023-10-05 08:41:22 来源：浏览：

CBN丨China Premier met major platform companies, vows more support

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

Chinese Premier urges platform companies to support economy as crackdown ends;
China’s H1 foreign trade volume exceeds 20 trillion yuan for the first time.

Here’s what you need to know about China in the past 24 hours

中国经济要闻

Chinese tech stocks are rallying after top government officials indicated a shift from reining in the companies’ influence to helping them grow and strengthen China’s position on the world stage.

Chinese Premier Li Qiang offered his support to senior tech executives including Alibaba, Douyin and Xiaohongshu in a meeting on Wednesday in Beijing, while the country’s state planning agency praised groups including Tencent and Meituan for bolstering the country’s semiconductor efforts.

Li encouraged platform companies to maintain firm confidence, keep innovating and improve their international competitiveness, and better empower the development of the real economy, saying that the development of the platform economy is promising as China builds a modern socialist country in all respects.

He also called for lowering the legal operational costs for enterprises and promoting a sound business development while establishing and improving a communication mechanism with enterprises, aiming to further promote the standardized, healthy and sustainable development of the platform economy.

The premier called on relevant authorities at all levels to create a fair and competitive market environment, along with improved policies, and establish a sound, transparent and predictable regulatory system for normalized regulation.

China's top 10 platform companies in terms of market valuation have stepped up investments in fields such as chips, autonomous driving, new energy and agriculture in the first quarter of this year, an increase of 15.6 percent compared with the previous quarter, the country's top economic planner said on Wednesday.

The National Development and Reform Commission (NDRC) vowed further support for platform operators to play a more active role in driving the economic recovery, creating more jobs and growing stronger in international competition.

China's latest push to facilitate the development of platform companies and the whole private sector will motivate Chinese entrepreneurs to double down on indigenous innovation to achieve breakthroughs in crucial technologies, shore up market confidence and inject strong impetus into the country's economic recovery, experts noted.

平台经济再迎利好消息。据央视报道，中共中央政治局常委、国务院总理李强7月12日下午主持召开平台企业座谈会，听取对更好促进平台经济规范健康持续发展的意见建议。

座谈会上，美团、小红书、海智在线、货拉拉、阿里云、徐工汉云、抖音、智联招聘等企业负责人先后发言，拼多多、京东、欧冶云商、BOSS直聘、航天云网、卡奥斯等企业负责人提交了书面发言。

座谈会上，李强给各级政府下达任务：要着力营造公平竞争的市场环境，完善投资准入、新技术新业务安全评估等政策，健全透明、可预期的常态化监管制度，降低企业合规经营成本，促进行业良性发展。并要求建立健全与平台企业的常态化沟通交流机制。

在认真听取大家发言后，李强指出，平台经济在时代发展大潮中应运而生，为扩大需求提供了新空间，为创新发展提供了新引擎，为就业创业提供了新渠道，为公共服务提供了新支撑，在发展全局中的地位和作用日益突显。

平台经济是经济稳定发展的关键抓手，数实结合的媒介和通道，更是民生保障的巨大蓄水池和压舱石。

本次座谈会，美团、小红书、海智在线、货拉拉、阿里云、徐工汉云、抖音、智联招聘等企业负责人先后发言，拼多多、京东、欧冶云商、BOSS直聘、航天云网、卡奥斯等企业负责人提交了书面发言。

在肯定平台企业作用的同时，李强指出，希望广大平台企业坚定信心向前看、练好“内功”加油干，持续推动创新突破，更好赋能实体经济发展。积极履行社会责任，加快提升国际竞争力，在引领发展、创造就业、国际竞争中大显身手。

同时，李强强调，各级政府要着力营造公平竞争的市场环境，完善投资准入、新技术新业务安全评估等政策，健全透明、可预期的常态化监管制度，降低企业合规经营成本，促进行业良性发展。要建立健全与平台企业的常态化沟通交流机制，及时了解企业困难和诉求，完善相关政策和措施，推动平台经济规范健康持续发展。

值得注意的是，国家发改委公众号同日发文《平台企业在支持科技创新、传统产业转型方面形成了一批典型案例》，其中介绍，从调研情况看，平台企业持续加大在技术创新、赋能实体经济等领域的投资力度，2023年一季度，我国市值排名前10位的平台企业通过自主投资或子公司投资等方式加大投资力度，在芯片、自动驾驶、新能源、农业等领域投资占比不断提高，环比提升了15.6个百分点。

调研报告称，平台企业通过投资不仅获得了丰厚的回报，提升了企业自身的核心竞争力，也推动了高水平科技自立自强，促进了实体经济提质增效，为推动建设现代化产业体系、促进高质量发展贡献了力量。

国家发改委表示，下一步，国家发改委将会同有关部门持续推出平台企业典型投资案例，支持平台企业在引领发展、创造就业和国际竞争中发挥更加积极的作用。

China's import and export volume of goods reached 20.1 trillion yuan in the first half of the year, up 2.1 percent year on year. This is within expectations, as the country's foreign trade sector witnessed improvement in quality amid continuous economic recovery, official data showed on Thursday. According to data released by the General Administration of Customs (GAC), the country's exports increased by 3.7 percent year-on-year, hitting 11.46 trillion yuan between January and June, while imports slightly declined 0.1 percent year-on-year to reach 8.64 trillion yuan. The country's foreign trade volume showed growth while maintaining stability, as the total imports and export volume in the second quarter increased 7 percent quarter-on-quarter to reach 10.34 trillion yuan. The readings in May and June both saw a month-on-month growth of 1.2 percent.

上半年我国外贸突破20万亿元：7月13日，海关总署新闻发言人、统计分析司司长吕大良表示，今年上半年，我国坚持稳中求进工作总基调，高质量发展稳步推进，经济运行整体回升向好，外贸进出口稳中提质、符合预期。据海关统计，上半年我国货物贸易进出口总值20.1万亿元人民币，同比增长2.1％。其中，出口11.46万亿元，同比增长3.7％；进口8.64万亿元，同比下降0.1％。

Moving on to regional highlights

区域观察

Shanghai’s Double Five Shopping Festival, introduced in 2020 to help reignite consumption in the aftermath of Covid-19, boosted the Chinese city’s offline consumption by an average of 16.2 percent per day from a year earlier. Over 7.1 billion yuan were spent daily in brick-and-mortar stores in Shanghai between April 29 and June 30, data from the Consumer Market Big Data Laboratory Shanghai showed yesterday. Sales at the 250 large retailers monitored by the Shanghai Municipal Business Development Research Center rose 6.7 percent during this year’s Double 5 shopping gala from a year earlier. Their foot traffic surged 19.4 percent.

上海“五五购物节”促线下消费：7月12日，上海市商务委召开第四届“五五购物节”总结会，据会上公布数据显示，自4月29日至6月30日，上海市线下消费日均71.3亿元，较去年购物节同期增长16.2%。上海市商务发展研究中心监测的250家大型商业企业在购物节期间的销售额较去年购物节同期增长6.7%；客流较去年购物节同期增长19.4%。“五五购物节”诞生于2020年，是上海首创的全国首个大规模综合性消费节庆活动。

Greater Bay Area, Greater future

新使命，大未来

Hong Kong consumers' optimism over household finances is increasing despite concerns about market volatility, with 46 percent reporting better than planned finances, marking a 20 percentage point surge from the first quarter, according to a TransUnion poll. The findings also show 62 percent are optimistic about household finances in the next 12 months, a jump from 34 percent.

香港消费者信心显著改善：信贷资料服务机构环联12日发布最新一季的香港消费者脉搏调查报告。结果显示，香港消费者信心在经济环境好转下有显著改善。有46%受访者指家庭财政状况比预期好，较第一季上升20%。调查结果还显示，62%的消费者对未来12个月的家庭财政状况感到乐观，较上季(34%)显著提高。

Next on industry and company news

产业及公司新闻

Taobao and Tmall Group has recently launched the largest manpower system reform in recent years, involving employee performance and hierarchical system and many other core issues, media reported this morning. According to sources, the new system would abolish the P (Profession) sequence and the positions of levels above P8 will instead be appointed from within the organization, with them no longer subjected to level promotion and demotion, and salary and bonuses pegged to business scale and team size. The group confirmed later today that “reforms are necessary”, adding that the plan is still under preliminary research.

淘宝天猫启动重大人力体系改革：7月13日上午，媒体报道称淘宝天猫启动重大人力体系改革，涉及员工绩效、层级体系等多个核心事项，目前已形成一个初步的“征求意见版”，其中提及取消P序列，改为14-28级；原P8以上员工走组织任命的形式，不再有职级的晋升和降级，而根据业务规模和团队规模来决定薪资和奖金等。今天淘宝天猫集团回应媒体时表示，“改革是一定的也是必需的，方案仍在调研阶段。”
China’s second-largest e-commerce platform JD.com on Thursday unveiled a large language model (LLM) for enterprise use. By combining 70 percent generalized data with 30 percent native intelligent supply chain data, JD’s latest AI model offers targeted solutions for real industry challenges across sectors such as retail, logistics, finance, health, and city. JD.com will first roll out the service, called ChatRhino, for its own use in areas including e-commerce, logistics and marketing. The company will extend the offering to enterprise clients starting in the first half of 2024, according to Cao Peng, chair of JD.com’s technology committee and president of JD Cloud.

京东言犀大模型正式亮相：京东在13日举办的2023京东全球科技探索者大会上，正式发布京东言犀大模型，同时发布言犀AI开发计算平台。据介绍，言犀大模型支持语言、语音、视觉、多模态等，70%通用域数据，结合30%的行业数据，实现基座模型+垂直领域模型的精调，可服务于零售、金融、教育、政务等领域。京东集团技术委员会主席、京东云事业部总裁曹鹏表示，京东将提供言犀AI开发计算平台，支持一站式大模型开发。
Dalian Wanda Group is selling an 8.26 percent stake in its cinema unit to raise nearly 2.2 billion yuan as the conglomerate faces liquidity pressure. Wanda Film Holding’s controlling shareholder Beijing Wanda Investment is selling 180 million shares to Lu Lili, wife of financial information provider East Money Information‘s owner Qishi, Wanda announced Tuesday. Wanda Film said the stake sale is due to the company’s own financial needs. Meanwhile, the parent group has a $400 million bond due July 23.

东方财富老板娘接盘万达电影8.26%股权：7月11日，万达电影发布公告称，控股股东万达投资拟通过协议转让方式向东方财富实际控制人其实的妻子陆丽丽转让其持有的1.8亿股公司股份，占万达电影总股本的 8.26%，合计转让价21.726亿元。万达投资表示，因自身资金需求转让公司股份。据悉，万达商管在7月份有一笔余额约5.58亿元的境内中票以及一笔4亿美元的境外美元债券到期需要兑付。
Chinese small and medium-sized businesses won the most awards for the impact of their intellectual property rights on the world out of any other member country of the World Intellectual Property Organization at an award ceremony held in Switzerland on Tuesday. Shanghai Westwell Technology, which develops multi-scenario smart and green logistics solutions, and Xi'an KissFuture Network Technology, which provides digital solutions to cinemas and other kinds of entertainment firms, were recognized for their IP contributions to the world at the 2023 World Intellectual Property Organization Global Awards for SMEs.

中国连续两届获WIPO全球奖企业数居首：当地时间7月11日，第二届世界知识产权组织(WIPO)全球奖在瑞士日内瓦揭晓，世界知识产权组织总干事邓鸿森向7家获奖企业代表颁奖。7家获奖企业中有两家中国企业，分别是为大宗物流领域开发多场景智能、绿色解决方案的上海西井科技公司，以及为电影院和文化机构提供全面数字化解决方案的西安可视可觉网络科技公司。中国连续两届获奖企业数居首，展现中国正在从知识产权引进大国向知识产权创造大国转变，知识产权工作正在从追求数量向提高质量转变的伟大进程。
EHang Holdings, a leading Chinese maker of autonomous vertical take-off and landing vehicles, said on Wednesday it plans to raise $23 million through a private placement of shares led by Lee Soo Man, pop music producer and founder of South Korea’s SM Entertainment. EHang and Lee will collaborate to drive the development of the company’s Urban Air Mobility business in the Asia-Pacific region, leveraging each other’s strengths, it added.

SM创始人李秀满牵手亿航智能：7月12日，智能自动驾驶飞行器企业亿航智能宣布，与多位战略投资者签署了总额2300万美元的定向增发股票认购协议，领投方为韩国著名音乐制作人、企业家、K-pop和韩国领先的国际娱乐公司SM娱乐创始人李秀满。亿航智能表示，将与李秀满携手，利用双方的互补优势，在亚太地区推动城市空中交通（UAM）业务的发展。

Earnings reports express

财报速递

Kweichow Moutai, the world's largest distiller and most valuable spirit company, said today it expects to achieve a total operating revenue of about 70.6 billion yuan in the first half of 2023, representing a year-on-year growth of 18.8 percent. Net profit is expected to reach 35.6 billion yuan, up 19.5 percent from the same period last year.

贵州茅台预计上半年净利增两成：贵州茅台7月13日公告，经初步核算，2023年上半年，公司预计实现营业总收入706亿元左右（其中茅台酒营业收入591亿元左右，系列酒营业收入99亿元左右），同比增长18.8%左右；预计实现归属于上市公司股东的净利润356亿元左右，同比增长19.5%左右。
Shares of JA Solar Technology, the world's second-largest solar panel maker, fell despite the Chinese firm saying it expects first-half profit to have surged by 147 percent to 188 percent thanks to a jump in shipments. Net profit likely jumped to between 4.2 billion yuan and 4.9 billion yuan in H1, JA Solar said late Tuesday.

晶澳科技上半年预盈最多49亿：7月11日晚间，头部光伏组件厂晶澳科技披露2023年半年度业绩预告，本次预计业绩较上年同期有较大幅度增长。晶澳科技表示，归属于上市公司股东的净利润为42亿元-49亿元，比上年同期增长146.81%-187.95%。

Switching gears to financial news

金融市场消息

The potential growth rate of China's economy is expected to be maintained within a reasonable range, and the country has conditions to keep in place a normal monetary policy, positive interest rates as well as normal and upward yield curve, Yi Gang, governor of the People's Bank of China, the central bank, wrote in a paper published on the Economic Research Journal recently. He said the central bank will leverage structural monetary tools and step up financial support for some important but lagging economic sectors. Despite dramatic changes in developed economies' interest rates, China's monetary policy remains committed to charting its own course, with notable improvement in autonomy and effectiveness, according to Yi.

易纲发文称中国利率调控自主性提升：12日消息，中国人民银行行长易纲在《经济研究》发表《货币政策的自主性、有效性与经济金融稳定》一文中指出，在近年来全球主要发达经济体利率大幅变化的环境下，中国的货币政策没有简单跟随，而是坚持“以我为主”，自主性和有效性明显上升。中国货币政策始终运行在正常区间，实际利率与潜在经济增速大体匹配。“未来我国潜在经济增速有望保持在合理区间，有条件尽量保持正常的货币政策，保持正的利率，保持正常的、斜率向上的收益率曲线形态。发挥好结构性货币政策工具的作用，加大对国民经济重点领域和薄弱环节的金融支持。”易纲表示。

Wrapping up with a quick look at the stock market

股市收盘情况

Chinese stocks rallied on Thursday with the benchmark Shanghai Composite jumping 1.3 percent and the Shenzhen Component rising 1.6 percent. Hong Kong stocks posted more big gains with the Hang Seng index up 2.6 percent, while the TECH index soared 3.8 percent.

A股港股大幅走高：周四A股大盘全天高开高走，三大指数均涨超1%，创业板指领涨。截至收盘，沪指涨1.26%，深成指涨1.61%，创业板指涨1.85%。两市成交量继续放量，成交额9208亿元。港股延续升势，恒生指数收涨2.6%，恒生科技指数涨3.82%。

Biz Word of the Day

财经词汇划重点

The WIPO Global Awardsare prizes given by the World Intellectual Property Organization (WIPO) to recognize exceptional enterprises and individuals who use their intellectual property to make a positive contribution to society in economic, social or cultural terms.

WIPO全球奖是世界知识产权组织推出的一项全球奖励计划，旨在表彰全球范围内通过运用知识产权对国内外经济、社会和文化进步产生积极影响的企业和个人。

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.

Presented by SFC

编委: 于晓娜

策划、编辑：李艳霞

播音：李莹亮

撰稿：李莹亮，实习生黄青衣