财经天象

Financial signs of

　　本报记者 任晓

Our reporter RenXiao

　　下周公布的1月外汇占款、2月官方PMI数据将是左右市场情绪的重要因素。

Next week published January funding of foreign exchange/February official PMI data will be the important factors about market sentiment.

　　本周央行创记录净回笼9100亿元，或与1月外汇占款攀升有关。市场预期1月外汇占款可能再度突破1千亿元，最乐观预期外汇占款将高达6000亿元。而去年全年外汇占款才增长4946.47亿元。人民币贬值预期的消退、国内经济走势好转、外围市场流动性普遍宽松、日元大幅贬值都推动资本流入国内，为A股注入源源活水。

This week the central bank record net of 910 billion yuan,Or with 1 month foreign funding of the climb.The market is expected to January funding of foreign exchange may again hit 100 billion yuan,The most optimistic expectations funding of foreign exchange will be as high as 600 billion yuan.And last year to increase funding of foreign exchange is 494.647 billion yuan.The devaluation of RMB expected resolve/The domestic economic situation improved/Peripheral market liquidity generally loose/The yen depreciated capital inflows are to promote domestic,For A share stream into running water.

　　2月股市乍暖还寒。春节前涨势强劲，节后开始变脸，本周出现连日调整态势。股市下跌背后是市场对经济向好能持续多久的隐约担心。3月1日国家统计局公布的PMI数据将给出市场关心的答案。1月，中国制造业采购经理指数（PMI）为50.4%，比上月回落0.2个百分点，但仍位于枯荣临界点以上。

February cold stock market.Strong rise before the Spring Festival,Face after the start,In this week for adjustment situation.The market fell back to the market economy can last long undermined the faint and worry.On March 1 national bureau of statistics released PMI data will give the answer to the market concern.January,China's manufacturing purchasing managers index(PMI)Is 50.4%,A drop of 0.2% than last month,But still located in vicissitudes critical point above.

　　本周，发改委缓调油价。不过市场人士预期，下周发改委或上调油价。

This week,Development and reform commission (NDRC) slow adjustment oil prices.But market participants expected,Development and reform commission (NDRC) to increase oil prices or next week.

　　本周20日召开的国务院常务会议提出了包括抑制投资投机性需求、增加供给、做好住房保障等五大房地产调控政策措施。由于这些措施偏窗口指导和管理预期，具体力度和效果取决于地方政府和有关部门如何落实。地方政府和有关部门后续将出台哪些具体政策，值得关注。

Twenty days this week at the state council executive meeting put forward including inhibition investment the speculative demand/To increase the supply/Completes the housing safeguard five real estate regulation policy measures.Due to these measures partial window guidance and management expected,Specific strength and effect depends on the local government and relevant departments to implement.The local government and relevant departments to work out a follow-up what specific policy,concern.

　　3日，政协第十二届全国委员会第一次会议将在北京开幕。两会将给出全年的经济增长和CPI调控目标，并可能对市场关注的收入分配改革、推进环保产业等热点问题定调或给出发展方向。

3,,The 12th CPPCC national committee meeting will be the first time in Beijing the opening.Two meetings will give annual economic growth and CPI control target,And may the market focus on income distribution reform/Promote environmental protection industry hot issues such as pitch or give the direction of development.