Core Viewpoint - The article highlights the latest adjustments in holdings by several large private equity firms in the Chinese stock market, revealing their investment strategies and focus areas for the second quarter of 2025. Group 1: High Yi Asset Adjustments - High Yi Asset's fund manager Feng Liu increased positions in New Town Holdings and Tai Chi Group, while also reducing holdings in Hikvision and several material stocks [3][6]. - Feng Liu's fund, Gao Yi Lin Shan No. 1, held a total market value of 15.446 billion yuan across 12 A-share companies by the end of June [4]. - The fund's notable changes included a reduction of 1.2 million shares in Hikvision, while increasing holdings in Longbai Group by 800,000 shares and in Anqi Yeast by 350,000 shares [5][6]. Group 2: Other Private Equity Movements - Rui Jun Asset's chief researcher Dong Chengfei entered the top ten shareholders of Yangjie Technology and Rabbit Baby, holding 2.5533 million shares and 6.068 million shares respectively [9][10]. - Dong Chengfei also increased his stake in Lexin Technology, holding a total of 5.5952 million shares by the end of the second quarter [10]. - Ning Quan Asset, led by Yang Dong, newly entered the top ten shareholders of Tianhao Energy, holding 14.5568 million shares with a market value of 74 million yuan [12]. Group 3: Jinglin Asset and Honghu Fund - Jinglin Asset increased its stake in Shiji Information, holding a total of 37.8899 million shares with a market value of 328 million yuan [15]. - The Honghu Fund, a joint venture between China Life and Xinhua Insurance, newly entered the top ten shareholders of China Shenhua and China Petroleum, holding 52.2061 million shares and 217.2136 million shares respectively, with market values of 2.116 billion yuan and 1.857 billion yuan [14][17].

当天晚上8时，纪念中国人民抗日战争暨世界反法西斯战争胜利80周年文艺晚会《正义必胜》在 北京人民大会堂举行，习近平等将出席观看。 届时，中央广播电视总台将进行现场直播，新华网进行图文直播。 来源：新华社 9月3日是中国人民抗日战争暨世界反法西斯战争胜利80周年纪念日。当天上午9时，北京天安门 广场举行纪念大会。中共中央总书记、国家主席、中央军委主席习近平将发表重要讲话并检阅部 队。 ...

来源：新华社 上海合作组织成员国元首理事会天津宣言 上海合作组织（以下称"上合组织"或"本组织"）成员国领导人于2025年9月1日在中国天津举行 元首理事会会议，并发表宣言如下： 世界政治、经济形势及国际关系的其他各领域正经历深刻历史性变革。国际体系朝着更加公正、 平等、更具代表性的多极化方向演进，为各国自身发展和互利合作开辟了新的前景。 与此同时，地缘政治对抗愈演愈烈，对世界和上合组织地区的安全和稳定构成威胁与挑战。全球 经济，特别是国际贸易和金融市场遭受严重冲击。 2025年是第二次世界大战胜利和联合国成立80周年。爱好和平国家团结战胜纳粹主义、法西斯 主义、军国主义的伟大胜利，决定了世界历史发展进程，为建立保障人类和平发展的稳定国际关 系体系创造了条件。成员国呼吁铭记各国人民的英勇壮举和第二次世界大战历史教训。 联合国作为独一无二的政府间组织，为维护和平与安全、促进经济社会发展、保障人权开展了有 效工作，推动了必要合作。成员国重申坚持以《联合国宪章》及其他公认的国际法原则、尊重文 明多样性、平等互利合作为基础，发挥联合国中心协调作用，构建更具代表性、更加民主公正的 多极世界。 发表了《上合组织成员国元首 ...

Core Viewpoint - The article discusses the increasing bullish sentiment towards the Chinese Yuan (RMB) against the US Dollar, driven by hedge funds betting on RMB appreciation and expectations of supportive policies from China [2][3]. Group 1: Hedge Fund Activity - Hedge funds are increasing their positions in options markets, indicating a belief in further appreciation of the RMB against the USD [3]. - The demand for options that profit from RMB appreciation is rising, with targets set for the RMB to strengthen to 7 or better by year-end [3]. - Standard Chartered's Saurabh Tandon noted an increase in demand for bearish USD/RMB options, particularly from hedge fund clients, as the implied volatility of short-term options has decreased [5]. Group 2: Market Sentiment and Economic Indicators - HSBC's Chen Jingyang reported improved investor sentiment towards Chinese assets due to fiscal policy support and "moderate progress" in US-China trade negotiations [5]. - The most actively traded option on the Singapore Exchange was a put option for USD/RMB with a strike price of 6.94, indicating a bullish outlook on the RMB [5]. Group 3: RMB Exchange Rate Projections - Dongwu Securities analyzed that the onshore and offshore RMB rates have recently broken through key levels, with expectations for the RMB to accelerate towards 7.1 [8]. - The ability of the RMB to break the 7.0 mark will depend on further guidance from the central parity rate [8]. - The foreign exchange market is currently in a phase of expected realization of RMB "catch-up" gains, with the central parity rate being a crucial variable for future exchange rate movements [8].

【导读】阿里巴巴大涨，跟踪恒生科技指数的ETF集体放量 中国基金报记者 格林 9月1日，港股主要指数集体大涨。其中， 恒生指数涨2.15%，报25617.42点；恒生科技指 数涨2.20%，报5798.96点；恒生中国企业指数涨1.95%，报9121.87点。全日大市成交额 为3802亿港元，较前一个交易日显著放量，南向资金净买入119.42亿港元。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | HSI | 恒生指数 | 25617.42c | 539.80 | 2.15% | 3802亿 | 27.70% | | 2 | HSTECH | 恒生科技 | 5798.96c | 124.65 | 2.20% | 1471亿 | 29.79% | | 3 | HSHKBIO | 恒生生物科技 | 17578.67c | 859.47 | 5.14% | 322亿 | 103.90% | | 4 | HSCEI | 恒生中国企业指数 | 9121.87c | ...

凝聚上合力量 完善全球治理 ——在"上海合作组织+"会议上的讲话 （2025年9月1日，天津） 中华人民共和国主席 习近平 尊敬的各位同事： 今年是世界反法西斯战争胜利和联合国成立80周年，是铭记历史、共创未来的重要时刻。 80年前，两次世界大战的浩劫让国际社会痛定思痛，联合国应运而生，全球治理掀开新的 一页。80年后，和平、发展、合作、共赢的时代潮流没有变，但冷战思维、霸权主义、保 护主义阴霾不散，新威胁新挑战有增无减，世界进入新的动荡变革期，全球治理走到新的十 字路口。 历史告诉我们，越是困难时刻，越要秉持和平共处的初心，坚定合作共赢的信心，坚持在历 史前进的逻辑中前进、在时代发展的潮流中发展。 为此，我愿提出全球治理倡议，同各国一道，推动构建更加公正合理的全球治理体系，携手 迈向人类命运共同体。 各位同事！ 上海合作组织在成立宣言和组织宪章中开宗明义指出，要推动国际政治经济秩序朝着更加民 主、公正、合理的方向发展。24年来，组织秉持互信、互利、平等、协商、尊重多样文 明、谋求共同发展的"上海精神"，坚持地区事务共商、平台机制共建、合作成果共享，提 出并实施许多全球治理新理念，日益成为全球治理体系建设和改 ...

据中国地震台网正式测定，当地时间8月31日23时47分，阿富汗东北部（北纬34.50度，东 经70.80度）发生6.1级地震，震源深度20公里。阿富汗首都喀布尔震感明显。 当地时间9月1日，阿富汗临时政府发言人表示，8月31日晚阿东北部地震已造成812人死亡， 超过2817人受伤。 发言人表示，库纳尔省有800人丧生、2500人受伤；楠格哈尔省有12人死亡、255人受伤； 拉格曼省有58人受伤；努里斯坦省有4人受伤。同时，他表示，伤亡数字可能会发生变化。 来源：央视新闻 ...

Core Viewpoint - The article discusses the issuance of the "High-Quality Standard System Construction Plan for Industrial Mother Machines" by the National Standardization Administration and the Ministry of Industry and Information Technology, aiming to enhance the quality and international competitiveness of the industrial mother machine industry by establishing a comprehensive standard system by 2030 [1][3][7]. Summary by Sections Overall Requirements - By 2026, a basic high-quality standard system for industrial mother machines will be established, with at least 300 standards to be revised or created, including 5 international standards, achieving a 90% conversion rate of international standards [3][8]. - The plan emphasizes the importance of high-level standards in promoting product quality and equipment upgrades, aiming for a more optimized standard supply structure [3][9]. Construction Ideas - The standard system will be closely linked to the high-quality development of the industrial mother machine industry, addressing industry chain bottlenecks and promoting innovative standards [10]. - There will be a focus on integrating domestic and international standards, ensuring compatibility and promoting international cooperation [10]. Standard System Structure and Content - The high-quality standard system consists of six levels: basic general standards, design supporting standards, manufacturing equipment standards, manufacturing process standards, inspection and testing standards, and industry application standards, comprising 34 major categories and 17 subcategories [11][15]. - Each category includes specific standards related to terminology, safety, green manufacturing, and various manufacturing processes [17][19][22][24][26][28]. Key Tasks - Accelerate the development of urgently needed standards in areas such as high-end composite CNC machine tools and precision forging [30]. - Promote the systematic revision of standards related to subtractive, formative, and additive manufacturing to enhance product quality [31]. - Strengthen the development of standards in emerging technologies like big data and artificial intelligence to drive the intelligent and green development of the industry [32]. - Enhance the internationalization of standards by aligning with global standards and promoting the conversion of advanced international standards into national standards [33]. Organizational Implementation - The plan emphasizes the need for effective coordination among various standardization committees and stakeholders to ensure the timely implementation of the standard system [34]. - Regular assessments and feedback mechanisms will be established to monitor the progress of standard implementation [35][37].

【导读】亚洲股市分化，日股暴跌500点，A股、港股上涨，黄金白银暴涨 中国基金报记者 泰勒 大家好，今天盘面，信息量太大了！一起看看发生了什么事情。 日股暴跌500点 9月1日，亚洲股市承压，此前华尔街科技股遭遇抛售，芯片股成为最大输家之一。港股则逆势上涨，因阿里巴巴大涨。 日本股市受芯片制造商拖累下跌1.5%，跌超500点。日本股市的跌幅， 有超过一半是由两支重量级股票下跌造成的：芯片测试设备制造商、 英伟达供应商爱德万测试下跌约8%，而专注于人工智能的初创企业投资者软银集团下跌约5%。 在美国撤销中国芯片设备许可后，三星电子和SK海力士大幅下挫。 上周五，美国股市下跌，英伟达股价下滑以及Marvell Technology前景疲弱，终结了自4月以来的科技股驱动行情。不过，阿里巴巴的 飙升重申了中国科技行业在AI等核心领域正逐渐缩小与美国同行的差距。盛宝市场（Saxo Markets）首席投资策略师 Charu Chanana 表示， 尽管全球科技行业仍被地缘政治和估值所困扰，但部分中国科技公司正悄然加速前进 ——推动的不是炒作，而是真 实的AI和云计算收入增长。亚洲科技正在经历一场安静的重新估值。 阿里巴 ...

来源：国家医保局网站 国家医保局消息，目前， 全国有20个省份（含新疆生产建设兵团）全面实现生育津 贴直接发放至个人 ，即河北、山西、内蒙古、吉林、黑龙江、上海、浙江、福建、山 东、河南、湖北、海南、重庆、四川、云南、西藏、甘肃、青海、宁夏、新疆生产建设 兵团，实现生育津贴直接发放至个人的统筹区占比将近八成。 各统筹区生育津贴发放具体情况详见下表。 | | | 沈阳 葫芦岛 | V | V | | --- | --- | --- | --- | --- | | | | 鞍山 | V | | | | | 抚顺 | V | | | | | 本溪 | V | | | | | 丹东 | V | | | | | 锦州 | V | | | б | 辽宁 | 营口 | V | | | | | 铁岭 | V | | | | | 朝阳 | V | | | | | 大连 | | V | | | | 阜新 | | V | | | | 辽阳 | | V | | | | 盘锦 | | V | | | | 长春市 | V | V | | | | 吉林市 | V | V | | | | 四平市 | V | V | | | | 辽源市 | ...