Central Banks Pump Cash Into Market
By MATTHEW SALTMARSH
Published: September 18, 2008
PARIS — The Federal Reserve, the European Central Bank, the Bank of Japan and other central banks significantly escalated the assistance offered to global money markets on Thursday, coordinating efforts to ease monetary constraints stemming from the turmoil emanating from Wall Street.
Richard Drew/Associated Press
Christopher Crotty worked on the floor of the New York Stock Exchange on Wednesday.
The Fed said in a statement that it had authorized a $180 billion expansion of its temporary reciprocal currency arrangements, known as swap lines, to allow banks to borrow more dollars in markets at a lower rates.
“This is clearly a very significant help and central banks are showing decisive leadership here as risk aversion is hitting the private sector,” said Julian Callow, the chief European economist at Barclays Capital in London.
The Fed also authorized increases in the existing swap lines with the European Central Bank, up to $110 billion from $55 billion, and the Swiss National Bank, up to $27 billion from $15 billion.
New swap facilities were established by the Fed with the Bank of Japan, for $60 billion; the Bank of England, for $40 billion; and the Bank of Canada for $10 billion.
“The central banks continue to work together closely and will take appropriate steps to address the ongoing pressures,” the European Central Bank said in a statement.
The concerted action followed sharp drops in financial markets amid fears of more Wall Street failures during a week that saw Lehman Brothers file for bankruptcy protection, Merrill Lynch sell itself to Bank of America and an $85 billion bailout of the insurance giant the American International Group.
At the same time, banks had drastically slowed their lending to each other via the money markets as the short rates at which they borrow surged and they sought to keep cash on their books, fearful that loans might not be repaid.
Benchmark indexes in Europe rose Thursday and short-term dollar funding costs fell after the central bank action. The FTSE-100 added 1.5 percent.
Mr. Callow at Barclays said the move showed how significant smooth operations in money markets are considered by the central banks and just how concerned policy makers are by the health of lenders.
Late Wednesday, news emerged of possible takeovers involving the investment bank Morgan Stanley and the thrift Washington Mutual. The sale of the major British mortgage lender HBOS was confirmed Thursday, reflecting the seismic change in the global financial landscape.
Central banks in Japan, Australia and India pumped a further $28 billion into money markets while China relaxed its monetary policy for the second time this week, Reuters reported.
South Korea sold dollars in the swap market and said it would try to halt the slide in bond prices, the Philippines intervened to support the peso and Taiwan warned it could use a state fund to prop up stocks as markets see-sawed across the region.
Still analysts said that the cash infusions did not necessarily mean that central banks would lower their benchmark short term interest rates.
“If anything,” Mr. Callow said. “this sends the signal that they are trying to achieve stability via money markets rather than by cutting short term rates.”
Michael Schubert, an analyst at Commerzbank, said: “The E.C.B. strictly separates its liquidity provision policy and the stance of monetary policy.”
“This, and possible other measures to address the pressures in money markets, do not indicate a higher probability for an E.C.B. rate cut in the foreseeable future,” Mr. Schubert said.
2008년 9월 18일 목요일
2008년 9월 5일 금요일
World Women's Forum 2008
http://blog.sina.com.cn/jinyuxi
http://www.yuesaikan.com/
http://www.womanforum.org/2008/korean/index.html
http://www.yuesaikan.com/
http://www.womanforum.org/2008/korean/index.html
2008년 9월 4일 목요일
Rescuers can't get aid to flooded, hungry Haiti town
GONAIVES, Haiti (AP) -- The convoy rumbled out of the U.N. base toward a flooded, starving and seething city Thursday, carrying some of the first food aid since Tropical Storm Hanna drowned Gonaives in muddy water three days ago.
Massive flooding in Gonaives has split asphalt and made it impossible for rescuers to deliver aid.
Hungry children at three orphanages were waiting for the canvas-topped trucks, loaded with warm pots of rice and beans and towing giant tanks of drinking water.
But the food never arrived Thursday.
The convoy crept over mud-caked, semi-paved roads past closed stores, overturned buses and women wading in water up to their knees with plastic tubs on their heads.
After about 45 minutes, the half-dozen trucks ground to a halt. U.N. peacekeepers wearing camouflage fatigues and bulletproof vests jumped out while others stood guard with assault rifles.
Before them, a huge gouge marred the road. The floods had split the asphalt, and water ran through the 10-foot-wide (3-meter-wide) gap.
The convoy turned around. And the children -- like tens of thousands more in this increasingly desperate city -- went another day without food.
Some 250,000 people are affected in the Gonaives region, including 70,000 in 150 shelters across the city, according to an international official who spoke on condition of anonymity because he was not authorized to release the information. Argentine Lt. Sergio Hoj estimated that half of Gonaives' houses remained flooded Thursday.
Many houses were torn apart. Families huddled on rooftops, their possessions laid out to dry. Overturned cars were everywhere, and televisions floated in the brown water.
Gonaives -- a collection of concrete buildings, run-down shacks and plazas with dilapidated fountains -- lies in a flat river plain between the ocean and deforested mountains that run with mud even in light rains. Hanna swirled over Haiti for four days, dumping vast amounts of water, blowing down fruit trees and ruining stores of food as it swamped tin-roofed houses.
The official death toll rose to 137 on Thursday as Hanna finally moved north with near hurricane-force winds on a path toward the southeastern U.S. coast. But in the chaos there was no way to know how many people might be dead, or how many had been driven from their homes. Two other storms killed 85 people in August, and forecasters warned that fearsome Hurricane Ike could hit Haiti next week.
Haiti's government has few resources to help. Rescue convoys have been blocked by floodwaters, although the U.N. World Food Program said Thursday it was sending a food-laden boat to Gonaives from the capital, Port-au-Prince, and would set up a base in the stricken city.
"The situation in Gonaives is catastrophic," Daniel Rouzier, Haiti chairman of Food for the Poor, wrote in an e-mail. "We, just like the rest of the victims ... have limited mobility. You can't float a boat, drive a truck or fly anything to the victims."
Anger and frustration was growing at the inability or unwillingness of the government and the international community to help.
"If they don't have food, it can be dangerous," warned Sen. Youri Latortue, who flew in by helicopter. "They can't wait."
Dozens of people gathered around the gates of the U.N. base. Some children climbed cinderblock walls topped by barbed wire to ask soldiers inside for food. Edgy U.N. peacekeepers went on a heightened state of alert, and have traded their floppy hats for helmets.
Ad Melkert, associate administrator of the U.N. Development Program who just returned from Haiti, admonished international donors to do more.
"The poverty in the rain and mud of Haiti that I witnessed is nothing less than a disgrace," he said. "Many actors or potential actors try to play their part, ranging from the national government to multilateral and bilateral donors and NGOS. They all need to do more and better."
The few aid-group representatives in Gonaives did what they could -- but knew it wasn't enough.
A local coordinator for the Florida-based Food for the Poor charity sailed through the flooded streets in a 22-foot fishing boat and picked up survivors, including two men struggling to keep afloat.
"The whole town is destroyed," Bernard Chauvet told The Associated Press over his cell phone as he headed for dry land, his boat jammed with 22 people including a pregnant woman and several crying children.
"These people lost everything," he said. "They have no water, no food. It is very bad."
Don't Miss
Haitians 'screaming for help' after storms
Up to 400 people huddled in the Roman Catholic Church and the residence of Bishop Yves-Marie Pean, turning it into a de facto refugee camp. Many camped out on the watery grounds, while the lucky ones rested on chapel pews.
"We have shared with them what we had, but now we don't have food or drinking water," Pean said by telephone. "What is left is for the babies. We are praying together in solidarity in this very difficult moment."
Chantal Pierre, 19, somehow made it to the gates of the U.N. base, which is occupied by mostly Argentine troops. Soldiers carried her on a stretcher into a gym and laid her gently down. She went into labor amid the weightlifting equipment.
Minutes later, at a makeshift hospital on the base, she gave birth to a healthy girl.
A day earlier, Dorlean Nadege, 26, had given birth at the same place. Both babies slept in their mothers' arms Thursday. The doctor, Julio Cesar Lotero, said Pierre would leave on Friday, but Nadege would stay because her home was destroyed by floodwaters.
"She has to stay here," he said. "She has nowhere to go."
Massive flooding in Gonaives has split asphalt and made it impossible for rescuers to deliver aid.
Hungry children at three orphanages were waiting for the canvas-topped trucks, loaded with warm pots of rice and beans and towing giant tanks of drinking water.
But the food never arrived Thursday.
The convoy crept over mud-caked, semi-paved roads past closed stores, overturned buses and women wading in water up to their knees with plastic tubs on their heads.
After about 45 minutes, the half-dozen trucks ground to a halt. U.N. peacekeepers wearing camouflage fatigues and bulletproof vests jumped out while others stood guard with assault rifles.
Before them, a huge gouge marred the road. The floods had split the asphalt, and water ran through the 10-foot-wide (3-meter-wide) gap.
The convoy turned around. And the children -- like tens of thousands more in this increasingly desperate city -- went another day without food.
Some 250,000 people are affected in the Gonaives region, including 70,000 in 150 shelters across the city, according to an international official who spoke on condition of anonymity because he was not authorized to release the information. Argentine Lt. Sergio Hoj estimated that half of Gonaives' houses remained flooded Thursday.
Many houses were torn apart. Families huddled on rooftops, their possessions laid out to dry. Overturned cars were everywhere, and televisions floated in the brown water.
Gonaives -- a collection of concrete buildings, run-down shacks and plazas with dilapidated fountains -- lies in a flat river plain between the ocean and deforested mountains that run with mud even in light rains. Hanna swirled over Haiti for four days, dumping vast amounts of water, blowing down fruit trees and ruining stores of food as it swamped tin-roofed houses.
The official death toll rose to 137 on Thursday as Hanna finally moved north with near hurricane-force winds on a path toward the southeastern U.S. coast. But in the chaos there was no way to know how many people might be dead, or how many had been driven from their homes. Two other storms killed 85 people in August, and forecasters warned that fearsome Hurricane Ike could hit Haiti next week.
Haiti's government has few resources to help. Rescue convoys have been blocked by floodwaters, although the U.N. World Food Program said Thursday it was sending a food-laden boat to Gonaives from the capital, Port-au-Prince, and would set up a base in the stricken city.
"The situation in Gonaives is catastrophic," Daniel Rouzier, Haiti chairman of Food for the Poor, wrote in an e-mail. "We, just like the rest of the victims ... have limited mobility. You can't float a boat, drive a truck or fly anything to the victims."
Anger and frustration was growing at the inability or unwillingness of the government and the international community to help.
"If they don't have food, it can be dangerous," warned Sen. Youri Latortue, who flew in by helicopter. "They can't wait."
Dozens of people gathered around the gates of the U.N. base. Some children climbed cinderblock walls topped by barbed wire to ask soldiers inside for food. Edgy U.N. peacekeepers went on a heightened state of alert, and have traded their floppy hats for helmets.
Ad Melkert, associate administrator of the U.N. Development Program who just returned from Haiti, admonished international donors to do more.
"The poverty in the rain and mud of Haiti that I witnessed is nothing less than a disgrace," he said. "Many actors or potential actors try to play their part, ranging from the national government to multilateral and bilateral donors and NGOS. They all need to do more and better."
The few aid-group representatives in Gonaives did what they could -- but knew it wasn't enough.
A local coordinator for the Florida-based Food for the Poor charity sailed through the flooded streets in a 22-foot fishing boat and picked up survivors, including two men struggling to keep afloat.
"The whole town is destroyed," Bernard Chauvet told The Associated Press over his cell phone as he headed for dry land, his boat jammed with 22 people including a pregnant woman and several crying children.
"These people lost everything," he said. "They have no water, no food. It is very bad."
Don't Miss
Haitians 'screaming for help' after storms
Up to 400 people huddled in the Roman Catholic Church and the residence of Bishop Yves-Marie Pean, turning it into a de facto refugee camp. Many camped out on the watery grounds, while the lucky ones rested on chapel pews.
"We have shared with them what we had, but now we don't have food or drinking water," Pean said by telephone. "What is left is for the babies. We are praying together in solidarity in this very difficult moment."
Chantal Pierre, 19, somehow made it to the gates of the U.N. base, which is occupied by mostly Argentine troops. Soldiers carried her on a stretcher into a gym and laid her gently down. She went into labor amid the weightlifting equipment.
Minutes later, at a makeshift hospital on the base, she gave birth to a healthy girl.
A day earlier, Dorlean Nadege, 26, had given birth at the same place. Both babies slept in their mothers' arms Thursday. The doctor, Julio Cesar Lotero, said Pierre would leave on Friday, but Nadege would stay because her home was destroyed by floodwaters.
"She has to stay here," he said. "She has nowhere to go."
当年刘嘉玲出意外 梁朝伟险离娱乐圈
梁朝伟刘嘉玲今日不丹举行世纪婚礼 婚纱照曝光
[ 2008-07-21 07:31 ]
梁朝伟刘嘉玲婚纱照
中国日报网站环球在线消息：梁朝伟与刘嘉玲在不丹的婚礼已经进入倒数计时，除了紧锣密鼓的婚礼准备工作，这对新人这几天都在进行婚纱照的拍摄。虽然不丹正逢雨季，但是群山环绕的不丹，浓厚的宗教气息、零污染的大自然以及淳朴的民风，都令嘉玲和伟仔的婚纱照更显独特与脱俗。
准新娘刘嘉玲堪称是这次婚礼最忙碌的人，既要盯紧婚礼细节，又得招呼应邀前来的亲朋好友，在拍摄婚纱照而踏遍不丹国境的时候，她也透露了婚礼为何选在不丹的原因。嘉玲表示，其实去年她和伟仔早已经选定了今年的7月21日完婚，但是婚礼举行的地点不丹，却是直到今年四月才决定。在那之前她和伟仔讨论过很多地方，例如法国南部、佛罗伦萨、巴黎、日本和东南亚等地，但都感觉“少了一点什么”，直到不丹一地出现，两人终于心领神会，当下决定。
嘉玲大约十年前知道有不丹这个国家，6月她首度出发到不丹，感受到这里的氛围，不见外面世界的纷纷扰扰，让她立刻确定这个世人所说的“香格里拉”，就是她和伟仔婚礼地点的不二选择。近年虔诚信佛的嘉玲说：“我一到这里就感觉心里很踏实、很平和，我看到这里的人快乐不是因为物质上的丰富，而是精神层面的满足，终于明白为什么大家说不丹是“快乐国度”。
嘉玲在伟仔的婚事在当地已是盛事一桩，不丹王室还特别打破惯例、提供皇宫的寝室给新人拍摄婚纱照，当天嘉玲与伟仔都穿上不丹的传统国服入镜，同时由不丹皇叔夫妇特别亲自为这对新人着装，据了解伟仔的礼服正是当年皇叔结婚所穿的礼服，而嘉玲所穿的礼服则是王妃为年仅两岁的女儿日后出嫁所准备的嫁衣。王室认为他们和嘉玲、伟仔十分有缘，两人才会选在不丹完婚，因此他们希望可以给予这对新人最多的祝福。如此的礼遇令嘉玲与伟仔感恩不已，也为两人在大婚前夕带来更多的喜悦。
梁朝伟前女友曾华倩19日在香港为无线新剧《当狗爱上猫》宣传，她坦言为梁朝伟结婚高兴，她亦不介意他没有请自己，希望他们将来生个女儿，待她的儿子追她，再续未了缘！
编辑：富文佳 来源：四川新闻网
2008년 9월 3일 수요일
股改牛市推倒重来 谁来保卫2245点
股改牛市推倒重来 谁来保卫2245点
2008-09-04 04:08:34 来源: 中国经济网(北京) 进入股改牛市贴吧 共 294 条 黑马推荐 一年时间不到，大盘累计下跌已高达63％。股改牛市的成果已所剩无几
2006年末，随着大盘突破上一轮牛市顶点2245点，股改所引发的牛市才真正来临。昨日，沪指盘中一度跌至2248.07点，距离2245点仅3个点的距离；最终报收在2276.67点，下跌28.22点。一年时间不到，大盘累计下跌已高达63％。股改牛市的成果已所剩无几。
2006年末，随着大盘突破上一轮牛市顶点2245点，股改所引发的牛市才真正来临。当时，百元股达到了几十只，五元股被消灭，市场的盛况可谓空前，每天成交量上千亿元。
然而好景不长，2007年底，大盘从6124点一路狂泄，中途很少有像样的反弹。尤其是今年下半年以来，大盘突破3000点政策底后加速下跌，大多数个股在股价本已被腰斩的情况下再次暴跌；累计跌幅高达80％的个股数不胜数。
昨日，沪指盘中一度跌至2248.07点，距离2245点仅3个点的距离；最终报收在2276.67点，下跌28.22点。一年时间不到，大盘累计下跌已高达63％。股改牛市的成果已所剩无几。
A股改牛市推倒重来
暴跌市况：全线崩溃2245点岌岌可危
2006年末，随着大盘突破2245点，确认了股改牛市真正来临。牛市的最高峰时，百元股达到了几十只，五元股被消灭。市场的盛况可谓空前，每天上千亿元的成交量，数十只股票涨停，牛市交响乐余音环绕。
然而，在不到两年的时间内，不但股改牛市宣布结束，市场更是进入了大熊市之中。指数在不到一年的时间内跌去六成，百元股仅仅剩下贵州茅台一家，大量的低价股出现，甚至出现了一元股。而且，已经有几十家公司的股价（复权价），跌破了998点时的股价。
沪市每天的成交额已经萎缩至二三百亿元的规模，投资者无心恋战。虽然利好政策不断出台，但是依然难以挽回投资者的信心。随着市场信心的崩溃，估值体系也完全受到颠覆，当初50倍PE还在不断买进，如今不到10倍的PE却如烫手山芋，避之不及。长期资金从市场中加速撤离，基金重仓股不断创出新低。
昨日，曾经牛市的脊梁们，如以招商银行为代表的银行股、以贵州茅台为代表的基金重仓股，反而成为了牛市的毁灭者，投资者不计成本地抛售这些曾经的宠儿们，基金重仓股陷入了全线崩溃。
虽然部分超跌的低价股出现了活跃，但是最具人气的上海本地股也出现了大幅调整。界龙实业、亚通股份、上海九百昨日纷纷跌停，对市场的人气给予了进一步打击。
随着大盘暴跌至2245点附近，投资者心中的些许幻想也被彻底剿灭，曾经辉煌的股改牛市宣告彻底结束。
暴跌原因：大小非是罪魁祸首
牛市的终结，罪魁祸首当属大小非。
今年以来，大小非解禁后不断抛售，大大增加了市场的供给。而大小非的上市更是导致了市场供求关系的逆转，在卖出数量远远超过买入数量的情况下，大盘的重心只能下移。
从大宗交易和上市公司发布的公告来看，大小非是在拼命的逃跑，特别是一些小非，完全不顾及市场的承受能力，一心只想将所持有的股份全部卖完。比如广济药业的第二大股东合肥市高科技风险投资有限公司，刚刚解禁，就全力抛售。通过集中竞价，这家小非在7月30日到9月1日一个多月的时间内，将所持有的399.18万股全部抛售出去。而像四川圣达、中体产业等公司的小非，则是在股价上涨的过程中主动抛售，并导致了股价上行趋势的扭转。
而大盘在今年一次又一次的反弹，最终都无疾而终，并不断创出新低，这其中，大小非的抛售自然是功不可没。
证监会期望通过大宗交易系统来减缓大小非的减持速度，以稳定市场的情绪。随后，证监会又在上个月表示，可能引入二次发售等新规定。但是，这些新的办法却导致了大小非对未来不确定性的恐慌，越发加速其在二级市场上的减持。
2008年是大小非大规模流通的第一年，2009年大小非解禁的规模更大，股改后部分IPO的限售股也将解禁。这些解禁规模加起来数倍于当前市场的流通规模，而目前每天两三百亿元的成交额根本无力支撑如此规模的解禁股。
暴跌推手：基金、QFII落井下石
作为金融资本的代表，基金、QFII曾经是市场中最具有话语权的实力派。当初，正是在QFII的怂恿之下，基金挥舞着数万亿的资金大棒，将大盘指数推上了6000点之巅。可以说，基金、QFII都是牛市的制造者。
然而，牛市的制造者如今也背叛了牛市。基金、QFII们犹如抛售烫手山芋一般疯狂抛售贵州茅台、招商银行、浦发银行、苏宁电器等这些中国最赚钱公司的股票，惟恐成为最后的接棒者。
如今，大盘已经跌至2245点关前，距离6124点的跌幅超过六成。此时正是需要基金、QFII等来稳定市场，聚集投资者人气的时候，然而他们却是义无反顾地加入了大小非的抛售行列，给予了A股市场致命的一击。
西藏证券分析师唐勇认为，基金等在当前位置的大肆做空，是对A股市场的背叛，是对市场上亿投资者的不负责任。据他了解，很多基金、QFII早就对市场看空了，但是仍然抱着茅台、苏宁等公司不放手。虽然基金、QFII等也可能出于无奈，但是目前的疯狂抛售完全是在落井下石。
B大盘后市走向何方
估值之争困扰市场
A股的合理估值应该是多少倍市盈率？
20倍？10倍？或者更低？
如今，A股的市盈率大幅下降，从最高50倍以上跌至目前的十几倍。其中，像银行、钢铁等行业，市盈率已经跌至了10倍以下。
然而，10倍的市盈率也无法支撑上述公司的股价，昨日，煤炭、银行、家电领跌市场，直接导致了大盘与2245点的亲密接触。
“PE（市盈率）这一最具有普遍性的估值指标已失去了指导市场的意义。”中信建投证券策略分析师陈祥生表示。市盈率估值是牛市中最常用的指标，但是在熊市中并不适用。
安信证券首席策略分析师程定华认为，虽然A股的PE已经见底，但是PB（市净率）尚未见底，因此A股市场不可能见底。PE见底后，资金层面的缓解通常会使市场短期出现较大级别的反弹，但之后会因盈利恶化回落，是否再创新低则取决于资金面的宽松程度以及盈利水平的下滑幅度。他认为，预期A股PE见底的目标将在1～2个月内实现，这将标志着本轮A股市场调整主体部分的完成，但盈利能力的下降会使PB见底滞后。滞后的时间与盈利调整的时间基本相当，通常为2～3个季度。而在PB见底之前，市场很难走出真正的反弹行情。
如今，更多的专业人士也开始用PB来衡量整个市场的估值。一位私募基金的老总称，从PB来看，998点时的PB在1.64倍，而目前市场的PB大约在2.5倍，较当年要高50%，他认为，只有PB回落到1.5倍，大盘才可能见底。
基金、QFII无力拯救A股
随着市场一路狂跌，有人幻想救世主的出现，基金、QFII似乎是救世主的最佳人选。但是，从当前的市场背景来看，无论是基金还是QFII，都不可能有能力救市。
如今，基金面对着巨大的压力。一方面，新基金发售难上加难，新发股票型基金的规模仅仅几亿元，规模缩水严重；另一方面，随着基金的业绩不佳，赎回压力开始增大。可以说，目前基金也是泥菩萨过河——自身难保，怎么能期望它去救市？
而中报显示，基金的总规模约为2万亿元，在十几万亿元的大小非面前，只能说是小巫见大巫，大小非动个手指头，基金也很难招架。
QFII曾给A股带来了领先的投资理念，也曾被看作是走在市场之前的人。但是经过本轮牛市的洗礼，投资者才发现QFII原来也是投机客，他们并非真正的价值投资者，不可能改变A股的局面。况且，QFII的总规模也就几百亿美元，而且各自为战，不可能拯救A股市场。
投资者信心难以恢复
信心恢复，行情方能启动。然而，当前的A股市场，信心已经是严重缺失。
昨日国际大宗商品价格的下跌以及美元的走强，对于我国的经济而言都具有积极的意义，特别是对于国内的通胀有着抑制作用。如今油价的下跌趋势已经形成，后市甚至可能跌破100美元/桶，这可能缓解国内成品油涨价的压力，对于下游企业而言无疑是重大利好。而美元的走强对于国内的出口企业也是重大利好。
然而，昨日A股市场仍然难改弱势，大盘甚至跌至2245点附近，距离2245.44点仅仅2.63点。全天的成交虽然有所放大，但仅仅为333.7亿元，显示场外大资金仍然没有介入市场。
而从昨日领跌的股票来看，仍然是煤炭、银行、食品饮料等基金重仓股，权重股的下跌对于市场的人气杀伤力极大。
此外，深圳综指和深成指在昨日也双双创出新低。
结论：熊市时间可能超过预期
未来的出路在哪里？管理层能不能救市？市场究竟怎样才能止跌？
这些问题，相信每一位A股的投资者都在思考。
今年以来，管理层多次出台利好政策，包括降低印花税、鼓励大股东增持股份、加快基金发行速度、通过大宗交易等方式来减缓大小非减持，其目的就是要维护市场的稳定。但是，一条条的利好推出之后，大盘反而不断创出新低。
中信建投证券策略分析师陈祥生指出，虽然利好多多，但是大盘要真正见底，还是要看大小非。如果大小非不卖了，那么大盘差不多就见底了。虽然管理层对于解决大小非的问题决心很大，但是当初大小非通过送股获得了流通权，这在法律上得到了保障，而管理层也表示，不会限制大小非的抛售。因此，希望在短期内有效解决大小非的问题并不现实。
西藏证券分析师唐勇认为，管理层谈到通过二次发售来完善大宗交易，但是至今仍无细则出台。从国际市场上二次发售的相关实例来看，即使通过券商参与来重新发售，也无法根本上解决大小非的减持，最多只能延缓其减持的步伐。
唐勇表示，根据他和一些QFII研究员的交流，中国经济今年以来出现的问题不是银根紧缩造成的，而是现在中国经济处在转型期。这种转变不是放松银根就能解决的，过程会比较长。因此，股市的行情不会因为银根放松而走好。一些研究员甚至认为本轮熊市的时间可能会远远超过市场的预期。
对于短期的市场，唐勇认为，煤炭股再度暴跌、基金重仓股的不断跳水对市场构成了较大的压力。短线上涨的都是游资炒作的4元左右的低价股，这类股票数量太多，不易把握。（每日经济新闻）
深度讨论：
全民大PK：2245会不会成超级大底
券商分析：
2245点能否守住取决三大因素
长城证券：1700-1800点将是中期大底(附股票池)
十大券商九月策略：加速探底后将报复性反弹 (本文来源：中国经济网 作者：毛晋楠)
2008-09-04 04:08:34 来源: 中国经济网(北京) 进入股改牛市贴吧 共 294 条 黑马推荐 一年时间不到，大盘累计下跌已高达63％。股改牛市的成果已所剩无几
2006年末，随着大盘突破上一轮牛市顶点2245点，股改所引发的牛市才真正来临。昨日，沪指盘中一度跌至2248.07点，距离2245点仅3个点的距离；最终报收在2276.67点，下跌28.22点。一年时间不到，大盘累计下跌已高达63％。股改牛市的成果已所剩无几。
2006年末，随着大盘突破上一轮牛市顶点2245点，股改所引发的牛市才真正来临。当时，百元股达到了几十只，五元股被消灭，市场的盛况可谓空前，每天成交量上千亿元。
然而好景不长，2007年底，大盘从6124点一路狂泄，中途很少有像样的反弹。尤其是今年下半年以来，大盘突破3000点政策底后加速下跌，大多数个股在股价本已被腰斩的情况下再次暴跌；累计跌幅高达80％的个股数不胜数。
昨日，沪指盘中一度跌至2248.07点，距离2245点仅3个点的距离；最终报收在2276.67点，下跌28.22点。一年时间不到，大盘累计下跌已高达63％。股改牛市的成果已所剩无几。
A股改牛市推倒重来
暴跌市况：全线崩溃2245点岌岌可危
2006年末，随着大盘突破2245点，确认了股改牛市真正来临。牛市的最高峰时，百元股达到了几十只，五元股被消灭。市场的盛况可谓空前，每天上千亿元的成交量，数十只股票涨停，牛市交响乐余音环绕。
然而，在不到两年的时间内，不但股改牛市宣布结束，市场更是进入了大熊市之中。指数在不到一年的时间内跌去六成，百元股仅仅剩下贵州茅台一家，大量的低价股出现，甚至出现了一元股。而且，已经有几十家公司的股价（复权价），跌破了998点时的股价。
沪市每天的成交额已经萎缩至二三百亿元的规模，投资者无心恋战。虽然利好政策不断出台，但是依然难以挽回投资者的信心。随着市场信心的崩溃，估值体系也完全受到颠覆，当初50倍PE还在不断买进，如今不到10倍的PE却如烫手山芋，避之不及。长期资金从市场中加速撤离，基金重仓股不断创出新低。
昨日，曾经牛市的脊梁们，如以招商银行为代表的银行股、以贵州茅台为代表的基金重仓股，反而成为了牛市的毁灭者，投资者不计成本地抛售这些曾经的宠儿们，基金重仓股陷入了全线崩溃。
虽然部分超跌的低价股出现了活跃，但是最具人气的上海本地股也出现了大幅调整。界龙实业、亚通股份、上海九百昨日纷纷跌停，对市场的人气给予了进一步打击。
随着大盘暴跌至2245点附近，投资者心中的些许幻想也被彻底剿灭，曾经辉煌的股改牛市宣告彻底结束。
暴跌原因：大小非是罪魁祸首
牛市的终结，罪魁祸首当属大小非。
今年以来，大小非解禁后不断抛售，大大增加了市场的供给。而大小非的上市更是导致了市场供求关系的逆转，在卖出数量远远超过买入数量的情况下，大盘的重心只能下移。
从大宗交易和上市公司发布的公告来看，大小非是在拼命的逃跑，特别是一些小非，完全不顾及市场的承受能力，一心只想将所持有的股份全部卖完。比如广济药业的第二大股东合肥市高科技风险投资有限公司，刚刚解禁，就全力抛售。通过集中竞价，这家小非在7月30日到9月1日一个多月的时间内，将所持有的399.18万股全部抛售出去。而像四川圣达、中体产业等公司的小非，则是在股价上涨的过程中主动抛售，并导致了股价上行趋势的扭转。
而大盘在今年一次又一次的反弹，最终都无疾而终，并不断创出新低，这其中，大小非的抛售自然是功不可没。
证监会期望通过大宗交易系统来减缓大小非的减持速度，以稳定市场的情绪。随后，证监会又在上个月表示，可能引入二次发售等新规定。但是，这些新的办法却导致了大小非对未来不确定性的恐慌，越发加速其在二级市场上的减持。
2008年是大小非大规模流通的第一年，2009年大小非解禁的规模更大，股改后部分IPO的限售股也将解禁。这些解禁规模加起来数倍于当前市场的流通规模，而目前每天两三百亿元的成交额根本无力支撑如此规模的解禁股。
暴跌推手：基金、QFII落井下石
作为金融资本的代表，基金、QFII曾经是市场中最具有话语权的实力派。当初，正是在QFII的怂恿之下，基金挥舞着数万亿的资金大棒，将大盘指数推上了6000点之巅。可以说，基金、QFII都是牛市的制造者。
然而，牛市的制造者如今也背叛了牛市。基金、QFII们犹如抛售烫手山芋一般疯狂抛售贵州茅台、招商银行、浦发银行、苏宁电器等这些中国最赚钱公司的股票，惟恐成为最后的接棒者。
如今，大盘已经跌至2245点关前，距离6124点的跌幅超过六成。此时正是需要基金、QFII等来稳定市场，聚集投资者人气的时候，然而他们却是义无反顾地加入了大小非的抛售行列，给予了A股市场致命的一击。
西藏证券分析师唐勇认为，基金等在当前位置的大肆做空，是对A股市场的背叛，是对市场上亿投资者的不负责任。据他了解，很多基金、QFII早就对市场看空了，但是仍然抱着茅台、苏宁等公司不放手。虽然基金、QFII等也可能出于无奈，但是目前的疯狂抛售完全是在落井下石。
B大盘后市走向何方
估值之争困扰市场
A股的合理估值应该是多少倍市盈率？
20倍？10倍？或者更低？
如今，A股的市盈率大幅下降，从最高50倍以上跌至目前的十几倍。其中，像银行、钢铁等行业，市盈率已经跌至了10倍以下。
然而，10倍的市盈率也无法支撑上述公司的股价，昨日，煤炭、银行、家电领跌市场，直接导致了大盘与2245点的亲密接触。
“PE（市盈率）这一最具有普遍性的估值指标已失去了指导市场的意义。”中信建投证券策略分析师陈祥生表示。市盈率估值是牛市中最常用的指标，但是在熊市中并不适用。
安信证券首席策略分析师程定华认为，虽然A股的PE已经见底，但是PB（市净率）尚未见底，因此A股市场不可能见底。PE见底后，资金层面的缓解通常会使市场短期出现较大级别的反弹，但之后会因盈利恶化回落，是否再创新低则取决于资金面的宽松程度以及盈利水平的下滑幅度。他认为，预期A股PE见底的目标将在1～2个月内实现，这将标志着本轮A股市场调整主体部分的完成，但盈利能力的下降会使PB见底滞后。滞后的时间与盈利调整的时间基本相当，通常为2～3个季度。而在PB见底之前，市场很难走出真正的反弹行情。
如今，更多的专业人士也开始用PB来衡量整个市场的估值。一位私募基金的老总称，从PB来看，998点时的PB在1.64倍，而目前市场的PB大约在2.5倍，较当年要高50%，他认为，只有PB回落到1.5倍，大盘才可能见底。
基金、QFII无力拯救A股
随着市场一路狂跌，有人幻想救世主的出现，基金、QFII似乎是救世主的最佳人选。但是，从当前的市场背景来看，无论是基金还是QFII，都不可能有能力救市。
如今，基金面对着巨大的压力。一方面，新基金发售难上加难，新发股票型基金的规模仅仅几亿元，规模缩水严重；另一方面，随着基金的业绩不佳，赎回压力开始增大。可以说，目前基金也是泥菩萨过河——自身难保，怎么能期望它去救市？
而中报显示，基金的总规模约为2万亿元，在十几万亿元的大小非面前，只能说是小巫见大巫，大小非动个手指头，基金也很难招架。
QFII曾给A股带来了领先的投资理念，也曾被看作是走在市场之前的人。但是经过本轮牛市的洗礼，投资者才发现QFII原来也是投机客，他们并非真正的价值投资者，不可能改变A股的局面。况且，QFII的总规模也就几百亿美元，而且各自为战，不可能拯救A股市场。
投资者信心难以恢复
信心恢复，行情方能启动。然而，当前的A股市场，信心已经是严重缺失。
昨日国际大宗商品价格的下跌以及美元的走强，对于我国的经济而言都具有积极的意义，特别是对于国内的通胀有着抑制作用。如今油价的下跌趋势已经形成，后市甚至可能跌破100美元/桶，这可能缓解国内成品油涨价的压力，对于下游企业而言无疑是重大利好。而美元的走强对于国内的出口企业也是重大利好。
然而，昨日A股市场仍然难改弱势，大盘甚至跌至2245点附近，距离2245.44点仅仅2.63点。全天的成交虽然有所放大，但仅仅为333.7亿元，显示场外大资金仍然没有介入市场。
而从昨日领跌的股票来看，仍然是煤炭、银行、食品饮料等基金重仓股，权重股的下跌对于市场的人气杀伤力极大。
此外，深圳综指和深成指在昨日也双双创出新低。
结论：熊市时间可能超过预期
未来的出路在哪里？管理层能不能救市？市场究竟怎样才能止跌？
这些问题，相信每一位A股的投资者都在思考。
今年以来，管理层多次出台利好政策，包括降低印花税、鼓励大股东增持股份、加快基金发行速度、通过大宗交易等方式来减缓大小非减持，其目的就是要维护市场的稳定。但是，一条条的利好推出之后，大盘反而不断创出新低。
中信建投证券策略分析师陈祥生指出，虽然利好多多，但是大盘要真正见底，还是要看大小非。如果大小非不卖了，那么大盘差不多就见底了。虽然管理层对于解决大小非的问题决心很大，但是当初大小非通过送股获得了流通权，这在法律上得到了保障，而管理层也表示，不会限制大小非的抛售。因此，希望在短期内有效解决大小非的问题并不现实。
西藏证券分析师唐勇认为，管理层谈到通过二次发售来完善大宗交易，但是至今仍无细则出台。从国际市场上二次发售的相关实例来看，即使通过券商参与来重新发售，也无法根本上解决大小非的减持，最多只能延缓其减持的步伐。
唐勇表示，根据他和一些QFII研究员的交流，中国经济今年以来出现的问题不是银根紧缩造成的，而是现在中国经济处在转型期。这种转变不是放松银根就能解决的，过程会比较长。因此，股市的行情不会因为银根放松而走好。一些研究员甚至认为本轮熊市的时间可能会远远超过市场的预期。
对于短期的市场，唐勇认为，煤炭股再度暴跌、基金重仓股的不断跳水对市场构成了较大的压力。短线上涨的都是游资炒作的4元左右的低价股，这类股票数量太多，不易把握。（每日经济新闻）
深度讨论：
全民大PK：2245会不会成超级大底
券商分析：
2245点能否守住取决三大因素
长城证券：1700-1800点将是中期大底(附股票池)
十大券商九月策略：加速探底后将报复性反弹 (本文来源：中国经济网 作者：毛晋楠)
Solar Energy Stocks: All Fired Up
Solar Energy Stocks: All Fired Up
Is the group's recent run-up a solar flare or a sign of bigger things to come?
by David Bogoslaw
Solar energy stocks are hot once again, with shares of industry players jumping as much as 58% in the past month. Much of that bounce is due to nearly uniformly positive quarterly earnings reports from some solar outfits. Company executives were able to allay investors' fears about declining demand and lower prices for solar panels and related materials, concerns that were fueled by a sharp reduction of government subsidies in countries such as Spain.
"You've had a lessening of fear in the market of what would happen with Spanish traffic and the U.S. tax credit," says Pavel Molchanov, an analyst who covers solar companies for Raymond James & Co. (RJF). "The visibility hasn't improved, but investors are taking it more in stride and are feeling more confident that, even in the worst case, there will be ample demand in other more early-stage solar markets."
The U.S. investment tax credits for wind and solar power, which currently reimburse property developers 30% of what they spend on installations, would revert to 10% at yearend if no legislative action is taken. "To most developers, that 10% may as well be zero," says Mark Burger, a principal at the Oak Park (Ill.)-based renewable energy consulting firm Kestrel Development.
Stronger Demand Down Under
On earnings conference calls, the management of several solar companies assured shareholders that instead of a decline of more than 10% in the average selling price for solar modules in 2009 that investors had feared, prices would probably fall 5% to 10%. Top executives stressed that despite an expected drop in demand from Spain, which plans to cap the number of solar projects eligible for a form of subsidy known as feed-in tariffs starting next year, they are seeing demand strengthen in countries like France, Italy, and Australia.
Japan's plan to restore its solar subsidies beginning next year after a four-year absence is also contributing to investor optimism. Feed-in tariffs are the renewable energy payments federal governments make to regional or national electric utilities to encourage them to buy solar- or wind-generated electricity at above-market rates set by government.
Positive news from individual companies such as SunPower (SPWR) has given the sector an added boost. The company signed a contract with Pacific Gas & Electric (PCG) in mid-August, under which it will not only sell 250 megawatts worth of solar panels to the utility but serve as the contractor and project developer on a 800-Mw power plant to be built near San Luis Obispo, Calif. SunPower is in a better position than most solar-panel manufacturers due to its in-house expertise as a provider of integrated systems.
Value Investors Intrigued
The project demonstrates the viability of utility scale for photovoltaic technology and for SunPower to win additional contracts, Credit Suisse (CS) analyst Satya Kumar said in an Aug. 15 research note. There could also be announcements of photovoltaic contracts from Southern California Edison, the state's other major utility. One possible glitch: The PG&E contract is contingent on extension of the American investment tax credit.
Another reason stocks have been rallying is their depressed valuation levels, says Molchanov at Raymond James. "The [price-to-earnings] multiples of solar companies had gotten so remarkably low that you had a lot of value investors starting to look at them, where historically solar has been more on the growth part of the spectrum," he says. Even after the rebound in the group, the typical solar company is trading at roughly 15 times 2009 earnings, less than half the annual growth rate in revenue of more than 40%, he adds.
Some accelerated buying of solar panels by residential and small business customers in anticipation of the possible expiration of the tax credit could be contributing to the stocks' gains as well. The tax credits are considered critical to an industry where the costs of solar and wind power generation are still much higher than the cost of conventional power generation.
Depending on Tax Credits
Generation costs from photovoltaic solar panels are falling at a rate of about 5% to 10% a year, depending on location and economy of scale, says Burger. They've begun to reach parity with peak power costs of conventional power sources in areas with higher utility rates like California and the Northeast, he says. At the same time, general electric utility costs based on conventional fuel sources are rising by 10% to 15% a year due to higher oil, natural gas, and coal prices, as well as the costs of environmental compliance. The renewable tax credits are necessary to help solar and wind power compete on a level playing field with other forms of electric generation, says Burger.
Legislation that would extend the tax credits has been defeated multiple times during the current Congress. The easiest way to get the credits extended would be through a stimulus package that President George W. Bush could sign. That would give fiscal conservatives in Congress cover to justify the unreimbursed spending on renewable energy, says Kevin Book, an energy policy analyst at Friedman Billings Ramsey (FBR). The lame-duck session that follows the November elections might also break down the last barriers to Republicans' political resistance, he adds.
The credits stand a much stronger chance of being reinstated next year, with more than 20 ranking Republican members of Congress slated to retire and the prospect of a larger Democratic majority in both houses. A larger Democratic majority in the Senate would lower the odds of a Republican filibuster, which has killed tax credit legislative numerous times before.
Lack of Long-Range Initiatives
"If Barack Obama wins [the November election], you have this Presidential veto that will go away," says Book at FBR. Passing a tax credit as matter of tax policy under a reconciliation bill, which is protected from a filibuster by requiring only 51 votes, not 60, would also be easier, he says. The Democrats already have 51 votes in the Senate. It's also not clear if John McCain were elected whether he would veto funding for alternative energy programs, he adds.
Even if the credit were to disappear for several months, it wouldn't have a meaningful impact on solar demand in the long run, says Molchanov. "We have excellent solar resources in the U.S. We have increasing power prices, plenty of renewable energy incentives even without the [investment tax credit]."
Book says he doesn't expect to see more than a one-year extension for the tax credits for wind and solar power, because influential Democrats in both houses are already looking at a different framework closer to the European regulatory system. The Europeans tie incentives to a new technology's performance rather than to the nameplate capacity of the generation that developers install.
The biggest hindrance to the growth of the solar industry in the U.S. is the lack of long-range policy initiatives, says Burger. Where Japan's residential solar incentive program lasted 12 years and Germany's feed-in tariff program has had a comparable run, national incentives in the U.S. have been limited to two or three years at a time. Spain's decision to back away from government incentives could result in the U.S. becoming the largest solar installer and manufacturer in the world, if it can develop a longer-term policy. Says Burger: "We've got the sun and the real estate and we potentially have the money, but we haven't had long-term policies in place that would give confidence to the industry to do serious business here."
Bogoslaw is a reporter for BusinessWeek's Investing channel.
Is the group's recent run-up a solar flare or a sign of bigger things to come?
by David Bogoslaw
Solar energy stocks are hot once again, with shares of industry players jumping as much as 58% in the past month. Much of that bounce is due to nearly uniformly positive quarterly earnings reports from some solar outfits. Company executives were able to allay investors' fears about declining demand and lower prices for solar panels and related materials, concerns that were fueled by a sharp reduction of government subsidies in countries such as Spain.
"You've had a lessening of fear in the market of what would happen with Spanish traffic and the U.S. tax credit," says Pavel Molchanov, an analyst who covers solar companies for Raymond James & Co. (RJF). "The visibility hasn't improved, but investors are taking it more in stride and are feeling more confident that, even in the worst case, there will be ample demand in other more early-stage solar markets."
The U.S. investment tax credits for wind and solar power, which currently reimburse property developers 30% of what they spend on installations, would revert to 10% at yearend if no legislative action is taken. "To most developers, that 10% may as well be zero," says Mark Burger, a principal at the Oak Park (Ill.)-based renewable energy consulting firm Kestrel Development.
Stronger Demand Down Under
On earnings conference calls, the management of several solar companies assured shareholders that instead of a decline of more than 10% in the average selling price for solar modules in 2009 that investors had feared, prices would probably fall 5% to 10%. Top executives stressed that despite an expected drop in demand from Spain, which plans to cap the number of solar projects eligible for a form of subsidy known as feed-in tariffs starting next year, they are seeing demand strengthen in countries like France, Italy, and Australia.
Japan's plan to restore its solar subsidies beginning next year after a four-year absence is also contributing to investor optimism. Feed-in tariffs are the renewable energy payments federal governments make to regional or national electric utilities to encourage them to buy solar- or wind-generated electricity at above-market rates set by government.
Positive news from individual companies such as SunPower (SPWR) has given the sector an added boost. The company signed a contract with Pacific Gas & Electric (PCG) in mid-August, under which it will not only sell 250 megawatts worth of solar panels to the utility but serve as the contractor and project developer on a 800-Mw power plant to be built near San Luis Obispo, Calif. SunPower is in a better position than most solar-panel manufacturers due to its in-house expertise as a provider of integrated systems.
Value Investors Intrigued
The project demonstrates the viability of utility scale for photovoltaic technology and for SunPower to win additional contracts, Credit Suisse (CS) analyst Satya Kumar said in an Aug. 15 research note. There could also be announcements of photovoltaic contracts from Southern California Edison, the state's other major utility. One possible glitch: The PG&E contract is contingent on extension of the American investment tax credit.
Another reason stocks have been rallying is their depressed valuation levels, says Molchanov at Raymond James. "The [price-to-earnings] multiples of solar companies had gotten so remarkably low that you had a lot of value investors starting to look at them, where historically solar has been more on the growth part of the spectrum," he says. Even after the rebound in the group, the typical solar company is trading at roughly 15 times 2009 earnings, less than half the annual growth rate in revenue of more than 40%, he adds.
Some accelerated buying of solar panels by residential and small business customers in anticipation of the possible expiration of the tax credit could be contributing to the stocks' gains as well. The tax credits are considered critical to an industry where the costs of solar and wind power generation are still much higher than the cost of conventional power generation.
Depending on Tax Credits
Generation costs from photovoltaic solar panels are falling at a rate of about 5% to 10% a year, depending on location and economy of scale, says Burger. They've begun to reach parity with peak power costs of conventional power sources in areas with higher utility rates like California and the Northeast, he says. At the same time, general electric utility costs based on conventional fuel sources are rising by 10% to 15% a year due to higher oil, natural gas, and coal prices, as well as the costs of environmental compliance. The renewable tax credits are necessary to help solar and wind power compete on a level playing field with other forms of electric generation, says Burger.
Legislation that would extend the tax credits has been defeated multiple times during the current Congress. The easiest way to get the credits extended would be through a stimulus package that President George W. Bush could sign. That would give fiscal conservatives in Congress cover to justify the unreimbursed spending on renewable energy, says Kevin Book, an energy policy analyst at Friedman Billings Ramsey (FBR). The lame-duck session that follows the November elections might also break down the last barriers to Republicans' political resistance, he adds.
The credits stand a much stronger chance of being reinstated next year, with more than 20 ranking Republican members of Congress slated to retire and the prospect of a larger Democratic majority in both houses. A larger Democratic majority in the Senate would lower the odds of a Republican filibuster, which has killed tax credit legislative numerous times before.
Lack of Long-Range Initiatives
"If Barack Obama wins [the November election], you have this Presidential veto that will go away," says Book at FBR. Passing a tax credit as matter of tax policy under a reconciliation bill, which is protected from a filibuster by requiring only 51 votes, not 60, would also be easier, he says. The Democrats already have 51 votes in the Senate. It's also not clear if John McCain were elected whether he would veto funding for alternative energy programs, he adds.
Even if the credit were to disappear for several months, it wouldn't have a meaningful impact on solar demand in the long run, says Molchanov. "We have excellent solar resources in the U.S. We have increasing power prices, plenty of renewable energy incentives even without the [investment tax credit]."
Book says he doesn't expect to see more than a one-year extension for the tax credits for wind and solar power, because influential Democrats in both houses are already looking at a different framework closer to the European regulatory system. The Europeans tie incentives to a new technology's performance rather than to the nameplate capacity of the generation that developers install.
The biggest hindrance to the growth of the solar industry in the U.S. is the lack of long-range policy initiatives, says Burger. Where Japan's residential solar incentive program lasted 12 years and Germany's feed-in tariff program has had a comparable run, national incentives in the U.S. have been limited to two or three years at a time. Spain's decision to back away from government incentives could result in the U.S. becoming the largest solar installer and manufacturer in the world, if it can develop a longer-term policy. Says Burger: "We've got the sun and the real estate and we potentially have the money, but we haven't had long-term policies in place that would give confidence to the industry to do serious business here."
Bogoslaw is a reporter for BusinessWeek's Investing channel.
格鲁吉亚正式宣布同俄断交
格鲁吉亚正式宣布同俄断交
2008-09-03 00:51:28 来源: 新华网 网友评论 0 条 点击查看 核心提示：格鲁吉亚外交部新闻司2日说，格鲁吉亚当天正式宣布同俄罗斯断交。关于断交的照会已经于当天送达俄罗斯驻格鲁吉亚大使馆，但格俄仍将保持领事关系。
新华网第比利斯9月2日电 格鲁吉亚外交部新闻司2日说，格鲁吉亚当天正式宣布同俄罗斯断交。
格外交部新闻司当天在格外交部网站上发布消息说，关于断交的照会已经于当天送达俄罗斯驻格鲁吉亚大使馆，但格俄仍将保持领事关系。
另据高加索通讯社报道，俄驻格代表安德烈·斯马加2日在第比利斯说，俄罗斯大使馆当天接到了格鲁吉亚外交部的照会，正式通知俄方关于同俄断交的决定，格方还要求俄罗斯大使馆从3日起正式停止工作。
斯马加说，格宣布同俄断交是“一个错误”，俄外交官将于近日离开格鲁吉亚回国。
俄总统梅德韦杰夫8月26日宣布俄罗斯正式承认南奥塞梯和阿布哈兹独立。29日，格副外长瓦沙泽在第比利斯向媒体宣布，格将召回除领事外的所有驻俄外交官，格政府正在执行格议会28日通过的关于呼吁政府断绝同俄外交关系的决议。 (本文来源：新华网 作者：徐力宇 陈俊锋)
2008-09-03 00:51:28 来源: 新华网 网友评论 0 条 点击查看 核心提示：格鲁吉亚外交部新闻司2日说，格鲁吉亚当天正式宣布同俄罗斯断交。关于断交的照会已经于当天送达俄罗斯驻格鲁吉亚大使馆，但格俄仍将保持领事关系。
新华网第比利斯9月2日电 格鲁吉亚外交部新闻司2日说，格鲁吉亚当天正式宣布同俄罗斯断交。
格外交部新闻司当天在格外交部网站上发布消息说，关于断交的照会已经于当天送达俄罗斯驻格鲁吉亚大使馆，但格俄仍将保持领事关系。
另据高加索通讯社报道，俄驻格代表安德烈·斯马加2日在第比利斯说，俄罗斯大使馆当天接到了格鲁吉亚外交部的照会，正式通知俄方关于同俄断交的决定，格方还要求俄罗斯大使馆从3日起正式停止工作。
斯马加说，格宣布同俄断交是“一个错误”，俄外交官将于近日离开格鲁吉亚回国。
俄总统梅德韦杰夫8月26日宣布俄罗斯正式承认南奥塞梯和阿布哈兹独立。29日，格副外长瓦沙泽在第比利斯向媒体宣布，格将召回除领事外的所有驻俄外交官，格政府正在执行格议会28日通过的关于呼吁政府断绝同俄外交关系的决议。 (本文来源：新华网 作者：徐力宇 陈俊锋)
피드 구독하기:
글 (Atom)