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菲律宾取消原定于8月12日举行的7年期国债拍卖。 ...

Core Viewpoint - Citigroup predicts that PetroChina's net profit for Q2 2025 will decline by approximately 18% quarter-on-quarter and 8% year-on-year, reaching around 38.5 billion RMB, primarily due to falling crude oil prices [1] Group 1: Company Performance - PetroChina's projected net profit for Q2 2025 is approximately 38.5 billion RMB, reflecting an 8% year-on-year decrease [1] - In contrast, Sinopec's preliminary earnings for the first half of 2025 are estimated to be between 20.1 billion and 21.6 billion RMB, indicating a quarter-on-quarter decline of 45% to 56% and a year-on-year decrease of 58% to 67% [1] Group 2: Investment Outlook - Citigroup maintains its "Buy" rating for PetroChina and sets a target price of 8.2 HKD [1] - Despite the projected decline in profits, PetroChina remains the preferred choice among Chinese oil and gas stocks according to Citigroup [1]

Group 1 - ADNOC Gas has signed a 10-year liquefied natural gas supply agreement with Hindustan Petroleum Corporation [1] - The long-term agreement includes the delivery of 500,000 tons of liquefied natural gas annually [1]

Market Overview - The Shanghai Composite Index closed at 3567.02 points, up by 0.20% [1][2] - The Shenzhen Component Index closed at 10960.75 points, down by 0.28% [1][2] - The ChiNext Index closed at 2311.27 points, down by 0.49% [1][2] - The CSI 300 Index closed at 4054.75 points, unchanged [1][2] - The STAR 50 Index closed at 1041.89 points, up by 0.49% [1][2] - The CSI 500 Index closed at 6211.46 points, down by 0.03% [1][2] - The CSI 1000 Index closed at 6674.95 points, up by 0.07% [1][2] Year-to-Date Performance - The Shanghai Composite Index has increased by 6.42% year-to-date [2] - The Shenzhen Component Index has increased by 5.24% year-to-date [2] - The CSI 300 Index has increased by 3.05% year-to-date [2] - The ChiNext Index has increased by 7.92% year-to-date [2] - The CSI 500 Index has increased by 8.48% year-to-date [2] - The CSI 1000 Index has increased by 12.04% year-to-date [2] - The CSI 2000 Index has increased by 21.65% year-to-date [2] - The Wande Micro Demand Stock Index has increased by 51.96% year-to-date [2]

Group 1 - The Philippines has canceled the scheduled auction of 7-year government bonds originally set for August 12 [1]

Core Viewpoint - Gaode Map announced a comprehensive AI transformation with the launch of the AI-native map application: Gaode Map 2025, featuring the first specialized travel and lifestyle intelligent assistant, "Xiao Gao Teacher" [1] Group 1 - The new application allows users to upgrade to the latest version of the Gaode Map app and experience the "spatial intelligence" feature by searching for it [1]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.2% while the Shenzhen Component and ChiNext Index fell by 0.28% and 0.49% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets reached 932.3 billion yuan, a decrease of 75.7 billion yuan from the previous day [1] - Over 2,700 stocks in the two markets experienced gains [1] Sector Performance - The leading sectors included military equipment, precious metals, gaming, gas, and high-speed rail, which saw significant gains [1] - Conversely, sectors such as innovative drugs, silicon energy, retail, and dairy products faced declines [1] ETF Performance - The gold stock ETFs performed notably well, with the Gold Stock ETF (517400) leading with a gain of 4.06%, followed by the Gold Stock ETF Fund (159315) at 3.74% and another Gold Stock ETF (159562) at 3.59% [2] - In contrast, the S&P Oil & Gas ETFs faced losses, with the leading decline at 3.3% for one ETF and 3.26% for another [1][2] Economic Indicators - The U.S. reported a disappointing non-farm payroll increase of 73,000 for July, significantly below the expected 110,000, with revisions showing a total downward adjustment of 258,000 for May and June combined [3] - The revisions included a drop in May's non-farm payroll from 144,000 to 19,000 and June's from 147,000 to 14,000, indicating a deterioration in the U.S. labor market [3] Federal Reserve Developments - The Federal Reserve announced the resignation of board member Adriana Kugler, which may facilitate the appointment of a "shadow chair" ahead of schedule amid ongoing pressure for interest rate cuts from President Trump and allies [4] - This resignation is expected to strengthen market expectations for interest rate cuts [4]

Core Viewpoint - Shenzhou Car Rental has signed a comprehensive strategic cooperation agreement with CATL, Times Electric Technology, and CMB Financial Leasing to enhance the electric vehicle battery swap business, aiming to upgrade the car rental industry towards electrification and intelligence [1] Group 1 - The collaboration will focus on deepening the electric vehicle battery swap business [1] - Shenzhou Car Rental will fully adopt the "Chocolate" standard battery swap vehicles developed in partnership with CATL and automotive manufacturers [1] - The company plans to initiate pilot operations in 2025, with a future goal of operating over 100,000 of the standard battery swap vehicles [1]