泰国军方于8月1日在边境口岸将两名7月29日扣押的柬埔寨士兵移交柬方。此前，泰国第二军区作战中 心宣布将移交两名在边境冲突中被俘、严重受伤或患病的柬埔寨士兵。柬埔寨国防部表示，已收到一名 阵亡士兵遗体，并呼吁泰方尽快遣返其余20名军人。泰国陆军表示，处置符合国际法，将依法送还柬 方。在马来西亚总理安瓦尔的主持下，柬泰两国于7月28日会谈并同意立即无条件停火，结束边境冲 突。(央视新闻) ...

Group 1 - The National Development and Reform Commission (NDRC) announced that the list of "two重" construction projects totaling 800 billion yuan has been fully allocated, with 735 billion yuan of central budget investment also largely disbursed [1] - The NDRC's Deputy Director of the Reform Department stated that the third batch of 690 million yuan for the consumption upgrade program has been fully allocated, with plans to distribute the fourth batch of 690 million yuan in October, completing the annual target of 300 billion yuan [2] - The Ministry of Industry and Information Technology issued a notice regarding the special energy-saving inspection tasks for the polysilicon industry, requiring local departments to submit inspection results by September 30, 2025 [3] Group 2 - The Shanghai Communications Administration launched the "Computing Power Pujiang" initiative aimed at high-quality development of computing power infrastructure, targeting the establishment of at least five large computing centers by the end of 2025, with a goal of achieving a computing power scale of 100 EFLOPS (FP16) [4] - As of the midday close, the Shanghai Composite Index fell by 0.19%, the Shenzhen Component Index decreased by 0.15%, and the ChiNext Index dropped by 0.16%. The Hang Seng Index declined by 0.18%, while the Hang Seng Tech Index rose by 0.13% [5]

近日，上海证券交易所在行业内进一步明确了申报前咨询沟通机制的定位及相关注意事项。据悉，上交 所明确表示，申报前咨询沟通工作由上交所发行上市审核机构具体负责，其核心定位立足于帮助发行人 解决重大疑难问题，提高申报和审核质量。上交所特别提到，申报前咨询沟通并非项目申报受理的必备 程序，沟通结果与项目是否受理或最终能否审核通过无关。申报前咨询沟通基于沟通材料做出咨询意见 和建议，相关意见不影响项目后续的受理及审核进程，发行人和中介机构应当根据实际需求提出沟通申 请。记者了解到，上交所还重申了咨询沟通的问题类型以及不属于沟通范围的情形，并对中介机构的把 关职责以及沟通申请的处理方式进行了明确指引。(智通财经) ...

日本政府与汽车行业就美关税交换意见 智通财经8月1日电，据央视新闻援引日本广播协会电视台7月31日报道，当天，日本首相石破茂与多个 日本汽车行业团体负责人会面，就日美关税协议交换意见。日本汽车行业团体要求日本政府为供应链提 供支持，并制定政策刺激内需。日本汽车工业协会会长、日本五十铃汽车公司董事长片山正则称，希望 日本政府与美国继续开展对话，进一步降低关税。日本共同社报道称，日本汽车业界认为，相比特朗普 上台前2.5%的关税，15%的税率仍然太高。 ...

据襄阳楚商联合会消息，7月31日上午，第七届楚商大会成渝地区楚商产业招商推介会在重庆举行，这 是楚商产业招商推介会首次进入西部地区。湖北省工商联现场发布的数据显示，推介会共签约项目61 个，投资金额401.9亿元。第七届楚商大会四场招商推介会共吸引150个签约项目，意向投资额达1312.12 亿元。 ...

Core Viewpoint - The National Development and Reform Commission (NDRC) emphasizes the increasing foundational role of consumption in economic development, with plans for enhanced measures to stimulate consumption [1] Economic Contribution - In the first half of the year, final consumption contributed 52% to economic growth, with a second-quarter contribution rate of 52.3%, an increase of 0.6 percentage points from the first quarter and 4.4 percentage points from the same period last year [1] Consumer Trends - Key product consumption has seen a rise, with the trade-in program driving sales exceeding 1.7 trillion yuan [1] - Service consumption remains robust, highlighted by the success of films like "Nezha: Birth of the Demon Child" and the popularity of humanoid robots, alongside a boost in holiday-related economic activities such as educational tourism and domestic fashion [1] Future Initiatives - The NDRC plans to enhance consumer capacity, ensuring that citizens feel confident in their spending [1] - Measures will be implemented to stabilize employment and promote high-quality economic development, while addressing urgent public concerns [1] - New growth points in service consumption will be cultivated, focusing on cultural tourism, sports events, and essential services like elderly care and childcare [1] Infrastructure and Innovation - The NDRC aims to optimize consumption supply to encourage spending [1] - There will be a strong push for domestic products and the development of "AI+" consumption, along with innovations in application scenarios [1] - Improvements in infrastructure such as charging stations and logistics systems will be prioritized to foster a positive cycle of consumption and investment [1]

Market Overview - The Hang Seng Index (HSI) experienced a slight decline of 0.18%, closing at 24,727.78 points, while the Hang Seng Tech Index fell by 0.12% to 5,446.61 points [1] - The total market turnover reached HKD 119.797 billion [1] Sector Performance - The logistics sector showed strong performance, leading the market [1] - The photovoltaic and non-ferrous metals sectors also performed well [1] - Automotive stocks exhibited mixed results, while SaaS concepts saw a rise followed by a decline [1] - Oil stocks recorded the largest declines [1] Notable Stocks - InnoCare Pharma (02577.HK) surged by 30.68%, becoming the only chip company included in NVIDIA's latest 800V architecture supplier list [1] - NIO Inc. (09866.HK) rose by 9.05% following the official launch of its L90 model [1] - Zymeworks Inc. (09939.HK) fell by 16.41% as the company plans to conduct a placement of 20.673 million shares, aiming to raise HKD 40.34 million [1]

期货热点追踪 国内棕榈油库存八连增！马棕油出口持续下降，棕榈油期货要变盘了？ 相关链接 ...

港股午间收盘，恒指收跌0.18%科指收涨0.13%，英诺赛科涨超30%，消息面上英伟达最新800V架构供 应商名单曝光，英诺赛科成中国唯一入选芯片企业。 ...

智通财经8月1日电，摩根大通将Coinbase目标价从404美元下调至342美元。 ...