文/ 记者陈海玲

Wen/reporter ChenHaiLing

　　国内

domestic

　　本周两市资金累计净流入235.2亿元

This week two city funds accumulated 23.52 billion yuan net

　　警惕资金从实业楼市流出

Alert funds from industrial property outflow

　　本报讯 沪指本周上升4.12%。中国股市的绝地反击料将吸收更多的社会资金。

Report from our correspondent boomed rose 4.12% this week.China's stock market jedi counterattack material will absorb more social capital.

　　广州万隆的研究显示，本周两市资金累计净流入235.2亿元，与上周的净流出135.9亿元相比大幅逆转。深圳智多盈分析认为：下周市场或有一个小幅整理，不过，本周大盘发出中期走强信号，短期的回调是低吸机会。

Guangzhou bandung research shows,This week two city funds accumulated 23.52 billion yuan net,And last week's 13.59 billion yuan net outflow sharply reverse.Shenzhen continued full analysis think:Next week market or have a small finishing,but,This week a stronger signal in the middle of the market,Short-term callback is low chance.

　　股市兴将带动资金转移

The stock market and will drive the money transfer

　　明年中央一号文件或聚焦农业经营体制，鼓舞农业板块大幅走强。下周中央经济工作会议很有可能召开，相信会传送出更多鼓舞市场的信息。

Next year the central one file or focus on agricultural management system,Encouraging agricultural plate significantly stronger.Next week the central economic work conference held very likely,Believe that sends out more encouraging market information.

　　中国股市从低位绝地反击，会带动积累多年的流动性向股市转移，其中包括楼市资金和实业资金，两者目前都处于痛苦的徘徊期。

China's stock market from the low jedi counterattack,Will drive the accumulation of years of liquidity to the market shift,Including property market capital and industrial capital,Both at present are in pain wandering period.

　　实体经济方面，截至11月28日全国月累计发电量同比增长7.41%，这是今年以来的最高增速。从调度日报情况看，全口径月累计发电量每日同比增速自10月份以来保持稳定增长态势，从10月1日的-5.88%上升至11月25日的7.13%。

Entity economy,By November, and the total generating capacity on a year-on-year increase of 7.41%,This is the highest rate since this year.From the daily scheduling,Full aperture month accumulative total generating capacity daily year-on-year growth since October keep a steady growth,From October 1-5.88% to 7.13% on November 25,.

　　宏观数据好转并不能代表企业日子都好过。汇丰银行大中华区首席经济学家屈宏斌昨天表示，订单不足，工业出厂价格指数大幅下降至-3%，企业面临很多挑战。

The macro data better and on behalf of the enterprise can better days.HSBC bank chief economist in the greater China region QuHongBin said yesterday,Of a shortage of orders,Industrial ex-factory price index plunged to 3%,Enterprises are facing many challenges.

　　沪指本周上升4.12%，两市资金累计净流入235.2亿元。而下周中央经济工作会议很有可能召开，相信会传送出更多鼓舞市场的信息。中国股市的绝地反击料将吸收更多的社会资金，同时也必须警惕资金从实业、楼市流出。

Boomed rose 4.12% this week,Two city net capital accumulated 23.52 billion yuan.And next week the central economic work conference held very likely,Believe that sends out more encouraging market information.China's stock market jedi counterattack material will absorb more social capital,At the same time also must guard against funds from industry/Property outflow.

　　而在国际方面，欧美经济危机正朝解决的方向迈进欧盟领导人下周将审查一份旨在完成银行业联盟并强化欧元区财政政策的详细计划，这是欧债危机解决的关键。同时，美国房价正从底部回升，给复苏注入新动力(310328,基金吧)。

And in the international aspects,Europe and the United States economic crisis is poised to solve the direction the leaders of the European Union will review next week to complete a banking union and strengthen the eurozone fiscal policy details of the plan,This is the key to solve the debt crisis.At the same time,Us house prices are back from the bottom,To different injection recovery(310328,Fund it).

　　国际

international

　　欧债危机减弱 美国房价上升

The debt crisis weakened American house prices rise

　　下周欧盟审查一体化方案

The eu integration scheme review next week

　　本报讯 欧盟领导人下周将审查一份旨在完成银行业联盟并强化欧元区财政政策的详细计划，这是欧债危机解决的关键。

Report from our correspondent the leaders of the European Union will review next week to complete a banking union and strengthen the eurozone fiscal policy details of the plan,This is the key to solve the debt crisis.

　　欧元区降息提上议程

The eurozone to cut interest rates on the agenda

　　在为12月13日~14日欧盟峰会准备的报告中,决策制定者给出了分三步走的方案。报告建议制定一份由各成员国共同筹资的单独预算。一旦合法性问题得到解决,欧洲央行料会逐步接手监管所有6000家欧元区银行的职责,这一过程的完成最多需要一年的时间。本次峰会主席范龙佩在其报告中称,欧洲央行全面监管应在2014年1月1日前就绪。到那时,处境挣扎的欧元区银行或许可由该地区的援救基金欧洲稳定机制(ESM)直接进行资本重组。

In December 13 ~ 14 eu summit prepared the report,Decision makers gives points the three-step scheme.The report suggests to establish a common financing by each member of the individual budget.Once the legitimacy problem solved,The European central bank material will gradually take over 6000 euro zone supervision all the responsibilities of the bank,The process of the most complete need a year's time.The chairman of the summit FanLongPei in its report says,The European central bank should be in full control over prior to January 1, 2014 ready.then,In the euro zone struggling bank or license by the region's rescue fund European stability mechanism(ESM)Directly capital reorganization.

　　上海证券的分析认为，截至9月份的三个月，欧元区经济连续第二个季度出现萎缩，欧元区的首要任务还是恢复经济，在直接货币交易(OMT)计划出台后,在通货膨胀被有效控制的条件下，降息手段或将在明年上半年被使用。

Shanghai securities analysis think,By September 3 months,The economy of the euro area for the second consecutive quarterly atrophy,The euro area's primary task or economic recovery,In the direct currency trading(OMT)Plans to come out after,In inflation is under the condition of effective control,Cut means or will be used in the first half of next year.

　　美国经济复苏更明显

The United States economic recovery more apparent

　　美国经济复苏势力也更明显。美国房价正从底部回升，这推动了第三季度美国家庭财富净值的上涨，第三季度美国房产价值增加约3000亿美元，股票价值增长5200亿美元。预计下周强势复苏的美国经济将带动美股、房价和进口继续上升，欧美经济的复苏也令避险产品黄金的价格预期走低。

The United States economic recovery force is more obvious.Us house prices are back from the bottom,This has given an impetus to the United States in the third quarter of household wealth rise in net worth,In the third quarter of the American housing value increase by about $300 billion,The value of stocks rose by $520 billion.Next week is expected to a strong recovery of the U.S. economy will drive us stocks/House prices and import continue to rise,Europe and the United States economic recovery also makes hedge products the price of gold lower expected.