当地时间8月3日，乌克兰总统泽连斯基在社交媒体上表示，任命阿纳托利.克里沃诺日卡中将为乌克兰 武装力量空军司令。泽连斯基表示，通过此次任命，能够推动乌克兰作战航空兵和防空部队持续获得全 面发展，同时还可以有效整合乌军总参谋部、国防部、国际合作伙伴以及专业人才等各方资源。(央视 新闻) ...

加沙卫生部：自2023年10月7日新一轮巴以大规模冲突爆发以来，以军在加沙地带的军事行动已导致 60839人死亡，149588人受伤。 ...

比利时国防部：比利时空军在加沙投放了系列援助物资中的第一批。 ...

Group 1 - The overall economic operation of small and medium-sized enterprises (SMEs) in China has remained stable in the first half of the year, with key economic indicators showing growth [3] - The added value of industrial SMEs above designated size increased by 8.0% year-on-year in the first half of the year [3] - The "little giant" enterprises, which are specialized and innovative SMEs, saw an added value growth of 8.6% year-on-year [3] - Over 80% of newly listed companies on the A-share market are specialized and innovative SMEs [3] Group 2 - The 15th National Games will be held in the Guangdong-Hong Kong-Macao Greater Bay Area from November 9 to 21, 2025, with various celebratory activities taking place [4]

Core Insights - Recent data indicates a slight recovery in stock private equity positions in the A-share market amid fluctuations, with significant increases noted among large-scale private equity firms [1] Group 1: Market Overview - As of July 25, the average position of all stock private equity institutions is 75.85%, reflecting an increase of 0.76 percentage points from the previous week [1] - The average position of large-scale (billion-level) stock private equity firms is reported at 78.47%, showing a substantial rise of 5.69 percentage points compared to the prior week [1] Group 2: Position Distribution - Among billion-level stock private equity firms, 62.24% have positions classified as heavy or fully invested (over 80% allocation) [1] - 31.12% of these firms maintain a moderately heavy position (between 50% and 80% allocation) [1] - The proportion of billion-level stock private equity firms with positions below 50% is less than 10% [1]

5. 周五：①数据：中国7月M2货币供应年率；日本6月贸易帐；法国第二季度ILO失业率；瑞士7月消费 者信心指数；加拿大7月就业人数。②事件：美国希望俄乌冲突在8月8日前结束；日本央行公布7月货币 政策会议审议委员意见摘要；2025年FOMC票委、圣路易联储主席穆萨莱姆发表讲话；2025世界机器人 博览会在京开幕。 6. 周六：①数据：美国至8月8日当周石油钻井总数；中国7月CPI年率。②事件：CFTC公布周度持仓报 告。 2. 周二：①数据：中国7月标普全球服务业PMI；英法德及欧元区7月服务业PMI终值、欧元区6月PPI月 率；美国6月贸易帐、美国7月标普全球服务业PMI终值、美国7月ISM非制造业PMI。②事件：沙特阿美 在每月5日左右公布官方原油售价。③财报：辉瑞（美股盘前），AMD、Lucid、Rivian（美股盘后）。 3. 周三：①数据：美国至8月1日当周API、EIA原油库存，美国7月全球供应链压力指数；欧元区6月零 售销售月率。②财报：华特迪士尼、麦当劳（美股盘前）。 4. 周四：①数据：中国7月贸易帐、中国7月外汇储备；德国6月季调后工业产出月率、德国6月季调后贸 易帐；法国6月贸易帐；瑞 ...

Core Viewpoint - Pakistan and Iran aim to increase their current bilateral trade from $3 billion to $10 billion, marking a significant step in their strategic economic partnership [1] Group 1: Bilateral Trade and Agreements - The leaders of Pakistan and Iran have signed multiple agreements in various sectors, including energy and trade, during the Iranian president's two-day official visit [1] - The Pakistani Ministry of Commerce stated that this initiative signifies a new phase in the strategic economic partnership between the two countries [1] Group 2: Commitment to Trade Progress - The high-level talks reaffirmed the commitment of both nations to accelerate trade processes and eliminate border bottlenecks [1] - There is an emphasis on establishing a cooperation relationship based on mutual trust in key areas [1]

当地时间8月3日，塞尔维亚总统武契奇在社交媒体平台发布信息称，他与法国总统马克龙通电话，讨论 了双边关系及西巴尔干地区局势。武契奇表示，塞尔维亚将继续致力于维护和平、加强合作与推动地区 繁荣。他强调塞方支持通过对话解决争议，尊重国际法，愿为地区长期稳定作出贡献。他还对马克龙在 西巴尔干问题上的投入表示感谢，同时邀请马克龙访问塞尔维亚。(央视新闻) ...

智通财经8月3日电，今天《新闻联播》主要内容有： 1、【习近平总书记今年以来治国理政纪实】坚持高质量发展 全面推进中国式现代化； 2、蔡奇看望慰问北戴河暑期休假专家； 3、【锲而不舍落实中央八项规定精神】以学促干 推动学习教育见行见效； 4、【铭记历史 缅怀先烈】甘肃庆阳：从陇东粮仓到算力高地； 5、京津冀等地有序推进灾后重建工作； 6、上半年我国中小企业质效稳步提升； 7、神舟二十号乘组在轨三个多月 多项空间科学实验有序推进； 8、2025年世界运动会运动员村开村； 9、上半年全国企业销售收入平稳增长； 10、今年已统筹中央资金约88亿元支持县域医疗卫生建设； 11、中欧班列中通道累计通行班列突破两万列； 12、吨级无人飞行器首次完成海上平台物资运输； 13、俄称打击132个区域的乌军目标 乌称袭击俄能源和通信设备工厂； 14、巴方称以军袭击致近百人死亡 以称进一步削弱哈马斯力量 哈马斯称只要以色列占领持续 绝不会解 除武装； 15、英国多地爆发移民政策抗议； 16、伊朗宣布解除领空和航班运营全部限制； 17、加拿大美国多地林火肆虐 烟尘弥漫； 18、俄堪察加一火山数百年来首次喷发。 8月3日周日《新闻联播 ...

Core Insights - Agricultural product prices in South Korea are experiencing significant increases due to recent high temperatures, with some items rising over 40% compared to the same period last year [1] Price Changes - As of August 1, the price of watermelons reached 33,337 KRW (approximately 173 RMB), marking a year-on-year increase of 17.6% [1] - The retail price of a single cabbage has reached 6,114 KRW (approximately 31.7 RMB), which is a 68.0% increase from the previous month [1]