Sales Performance - China's new commercial housing sales area from January to June decreased by 3.5% year-on-year to 458.51 million square meters [1] - The decline in new commercial housing sales area widened by 0.6 percentage points compared to January-May [1] - New commercial housing sales amounted to 4.4241 trillion yuan, a 5.5% decrease [1] - The decline in new commercial housing sales widened by 1.7 percentage points [1] Investment and Funding - National real estate development investment decreased by 11.2% year-on-year to 4.6658 trillion yuan [1] - The decline in real estate development investment widened by 0.5 percentage points [1] - Real estate development enterprises' funds到位 (funds in place) decreased by 6.2% year-on-year to 5.0202 trillion yuan [1] - The decline in funds到位 widened by 0.9 percentage points [1] Market Sentiment - The real estate development climate index stood at 93.6 [1]

统计局：6月，规模以上工业增加值同比实际增长6.8%，环比增加0.5%。分经济类型看，6月份，国有控股企业增加值同比增5.7%；股份制企业7.1%，外商及港澳台投资企业5.5%；私营企业6.2%。（前值分别为3.8%、6.3%、3.9%及5.9%）6月生产钢材12784万吨，同比增加1.8%，前值3.4%；水泥15547吨，下降5.3%，前值降8.1%；十种有色金属695万吨，增长4.4%，前值增2.9%；乙烯285吨，增长5.8%，前值增14.4%；汽车280.9万辆，增长8.8%，其中新能源汽车123.4万辆，增长18.8%；发电量7963亿千瓦时，增长1.7%；原油加工量6224万吨，增长8.5%，前值下降1.8%。 ...

Economic Growth - China's second quarter GDP growth was 53%, exceeding expectations of 51% [1] - June's industrial added value above designated size increased by 68% year-on-year, exceeding expectations of 56% [1] Consumption - June's total retail sales of consumer goods increased by 48% year-on-year, falling short of the expected 56% [1] Employment - June's surveyed urban unemployment rate was 50%, meeting expectations [1] Investment - From January to June, urban fixed asset investment increased by 28% year-on-year, falling short of the expected 37% [1]

#行情 英伟达 $NVDA 盘后涨3%。外汇交易员 (@myfxtrader):#新闻 英伟达方面表示，CEO黄仁勋会见了美国总统特朗普及美国议员，重申了英伟达对政府创造就业岗位努力的支持。英伟达将恢复对中国销售H20，并将推出完全合规的中国新版GPU。美国政府已向英伟达保证将授予许可。 ...

#新闻 英伟达方面表示，CEO黄仁勋会见了美国总统特朗普及美国议员，重申了英伟达对政府创造就业岗位努力的支持。英伟达将恢复对中国销售H20，并将推出完全合规的中国新版GPU。美国政府已向英伟达保证将授予许可。外汇交易员 (@myfxtrader):英伟达CEO黄仁勋计划前往北京，与包括中国商务部部长王文涛在内的中国高级官员会面。据悉黄仁勋也将参加7月16日至20日在北京举办中国国际供应链博览会。据彭博社报道，在当地时间周四，特朗普与黄仁勋进行了会面。特朗普在Truth ...

美国商务部同时启动了两项进口调查，分别是针对无人机系统及其零部件的专项审查，以及对太阳能关键材料多晶硅及其衍生品的进口调查。以上都是根据《1962年贸易扩展法》第232条款开展的调查，标志着特朗普政府可能对上述产品加征关税的最新动作。商务部长需在270天内提交结论。若最终认定相关进口产品威胁国家安全，特朗普将有权实施关税制裁。 ...

AXIOS：美联储主席鲍威尔已要求美联储监察长审查其耗资25亿美元的总部翻新项目。特朗普在国家首都规划委员会（NCPC）安插了亲信（该委员会有权监管联邦建筑设计事务）。一位白宫高级官员暗示，美联储对建筑的改动违反了规范NCPC的相关法律。🗒️避免被特朗普抓住软肋。 https://t.co/ohC4O6p5hG ...

中国央行：2025年7月15日将以固定数量、利率招标、多重价位中标方式开展14000亿元买断式逆回购操作。 https://t.co/gg8JKfpylj ...

#报告 高盛中国高频经济活动与政策跟踪报告（7月上旬）None (@None):None ...

Monetary Supply - M2 money supply increased by 83% year-on-year, exceeding expectations of 81% and the previous value of 79% [1] - M1 money supply increased by 46% year-on-year, exceeding expectations of 28% and the previous value of 23% [1] - M0 money supply increased by 12% year-on-year, slightly lower than the previous value of 121% [1] Financing and Loans - The increase in social financing scale in the first six months was 2283 trillion yuan (42 trillion yuan newly added in June), an increase of 474 trillion yuan year-on-year [1] - RMB loans increased by 1274 trillion yuan (236 trillion yuan newly added in June), an increase of 2796 billion yuan year-on-year [1]