Core Viewpoint - Zhongke Aerospace announced the successful semi-system test of its self-developed LQ-2 110-ton liquid oxygen kerosene engine, achieving all core indicators in one attempt [1] Group 1: Engine Development - The semi-system test product includes components such as the turbine pump, gas generator, valves, starting system, ignition system, and assembly pipelines, excluding the thrust chamber [1] - The LQ-2 engine is part of the reusable rocket first-stage engine series known as the LQ series [1] Group 2: Future Plans - The company plans to conduct a full system test at the Zhongke Aerospace Liquid Propulsion System Test Center by the end of this month [1]

Monetary Policy and Economic Measures - The central bank emphasized the continuation of a moderately loose monetary policy, including lowering the reserve requirement ratio and flexibly using various monetary policy tools to maintain ample liquidity [1] - The Ministry of Finance and the State Taxation Administration announced the resumption of value-added tax on interest income from newly issued government bonds, local government bonds, and financial bonds starting from August 8, 2025 [4] - The National Development and Reform Commission has established a mechanism for regular communication with private enterprises to address concerns about "involution" competition, planning to revise laws, introduce policies, improve standards, and strengthen industry self-discipline [5] Industry Developments - The Shanghai Securities Association reported that the average commission rate for A-shares in Shanghai reached a new low of 0.201‰ in the first half of 2025, continuing a downward trend [3] - Eight departments issued a digital transformation implementation plan for the machinery industry, aiming to establish at least 200 excellent smart factories by 2027 and 500 by 2030 [7] - The State Administration for Market Regulation released guidelines for compliance regarding charging behaviors on online trading platforms, prohibiting multiple charges to operators and ensuring service provision [8] Corporate Announcements - Hikvision reported a year-on-year net profit increase of 11.71% for the first half of the year [11] - Ninebot announced a net profit of 1.242 billion yuan for the first half of the year, marking a 108% year-on-year increase [11] - Baotai announced that its innovative drug BAT5906 received clinical trial approval [12] - Several companies, including Mingpu Optoelectronics and Chipway Technology, announced significant acquisitions and investments, with Mingpu planning to purchase 60% of Shenzhen ABB Electric Transportation Technology Co., Ltd. for approximately 118 million yuan [10]

据央视新闻，墨西哥东部韦拉克鲁斯州公共安全厅当地时间8月3日发布通报说，该州图斯潘市一所监狱 2日发生骚乱，已造成7人死亡、11人受伤。 ...

美国2年期国债收益率跌至三个月低点3.6590%。 美国2年国债收益率 ...

高盛：随着经合组织国家原油库存增加，欧佩克+将暂停增产。 ...

澳大利亚S&P/ASX200指数8月4日（周一）开盘下跌19.70点，跌幅0.23%，报8642.30点。 ...

Core Viewpoint - Goldman Sachs states that OPEC+ will pause production increases as OECD inventories rise, maintaining its 2026 Brent crude oil price forecast at $56 per barrel [1] Group 1 - OPEC+ is expected to halt production increases due to rising inventories in the OECD [1] - Goldman Sachs has set a price forecast for Brent crude oil at $56 per barrel for the year 2026 [1]

Group 1 - The core viewpoint is that Japanese Prime Minister Shigeru Ishiba believes the US-Japan trade agreement is a win-win deal, emphasizing that implementing the agreement is more challenging than reaching it [1]

Group 1 - Goldman Sachs maintains its 2026 Brent crude oil price forecast at $56 per barrel [1]

智通财经8月4日电，美国2年期国债收益率跌至三个月低点3.6590%。 ...