【导读】上海市发布楼市新政，符合条件居民家庭在外环外购房不限套数 中国基金报记者 李智 8 月 25 日，上海市住房城乡建设管理委、市房屋管理局、市财政局、市税务局、人民银行上海 市分行、市公积金管理中心等六部门联合印发《关于优化调整本市房地产政策措施的通知》（以 下简称《通知》），包括调减住房限购、优化住房公积金、优化个人住房信贷以及完善个人住房 房产税等政策。 《通知》自 2025 年 8 月 26 日起施行。 符合条件居民家庭在外环外购房不限套 《通知》明确，进一步调减住房限购政策。一是符合条件居民家庭在外环外购房不限套数。对符 合本市住房购买条件的居民家庭，包括本市户籍居民家庭、在本市连续缴纳社会保险或个人所得 税满 1 年及以上的非本市户籍居民家庭，在外环外购买住房不限套数，包括新建商品住房和二 手住房。二是成年单身人士按照居民家庭执行住房限购政策。 按照上述规定，沪籍居民家庭和沪籍成年单身人士，在外环外购买住房不限套数；在外环内限购 2 套住房。非沪籍居民家庭和非沪籍成年单身人士，自购房之日前在本市连续缴纳社会保险或个 人所得税满 1 年及以上的，在外环外购买住房不限套数；自购房之日前在本市连续缴 ...

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Core Viewpoint - The article discusses the latest data on brokerage firms' ETF business in July, highlighting key metrics such as trading volume and account numbers, with a focus on the leading firms in the market [2]. Group 1: ETF Holdings and Market Share - As of the end of July, the total number of ETF products in the Shanghai market is 719, with a total market value of 33,520.69 billion yuan, and cumulative trading volume for the month reaching 55,841.84 billion yuan, reflecting a 24.40% increase compared to the previous period [4]. - The leading brokerage firms in terms of ETF holdings are China Galaxy with a market share of 23.46%, followed by Shenwan Hongyuan at 17.25%, and CITIC Securities, with market shares of 6.71%, 4.72%, and 4.71% for China Merchants Securities and Guotai Junan respectively [4]. Group 2: ETF Trading Volume Rankings - Huatai Securities leads the Shanghai market with a trading volume market share of 10.80%, followed closely by CITIC Securities at 10.67%. Other notable firms include Dongfang Securities, China Galaxy, and GF Securities, each with a market share exceeding 4% [6]. - Huabao Securities made a significant leap from 7th to 4th place, with a trading volume market share increase from 4.32% to 6.14%, and a year-to-date trading volume share rising from 5.62% to 5.72% [6]. Group 3: Trading Account Activity - In terms of ETF trading account numbers, Huatai Securities holds the top position with an 11.35% market share, followed by Dongfang Wealth at 10.26%, and China Galaxy and Ping An Securities with shares of 5.4% and 5.33% respectively [8]. - Among brokerage offices, Huabao Securities' Shanghai Dongda Ming Road office leads with a trading volume market share of 4.89%, maintaining its position as the monthly trading volume champion throughout the year [8].

Core Viewpoint - The article discusses a lawsuit filed by Hangzhou Luweimei Daily Chemical Co., Ltd. against Hangzhou Yushu Technology Co., Ltd. for infringement of invention patent rights, with the court hearing scheduled for August 26, 2025 [2][3]. Company Overview - Hangzhou Yushu Technology Co., Ltd. specializes in the research, development, production, and sales of high-performance quadruped and humanoid robots, as well as dexterous robotic arms [4]. - The company has launched several quadruped robot products, including XDog, Laikago, AlienGo, A1, Go1, B1, Go2, and B2 [4]. Legal Proceedings - This is the first lawsuit related to invention patents that Yushu Technology has faced. Previously, the company was involved in a competition restriction dispute, which was withdrawn by the plaintiff [5]. - The current lawsuit is registered as a civil case in the Zhejiang Province Hangzhou Intermediate People's Court [3][6]. Patent Information - Luweimei has applied for patents including "An Electronic Dog" and "A Conference Simultaneous Interpretation System," with the former already authorized [3][4]. - The patent for "An Electronic Dog" was authorized on August 17, 2018, while the patent for "A Conference Simultaneous Interpretation System" is currently under substantive examination [4]. Financial and Corporate Structure - Yushu Technology was established on August 26, 2016, with a registered capital of 364 million yuan. The controlling shareholder and actual controller is Wang Xingxing, who holds a direct shareholding of 23.82% [7].

来 源： 央视新闻微信公众号 les & FR 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 巅峰对话 投资热点说 ETF风向标 IPO情报站 fe o 1 ■ a a - 444 and 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND 开盘速递 港股日报 全球早班车 数说人物 √ � [ 8 a 4 a g a d 4 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND ●微信搜一搜( 〔 〔 中国基金报 〕即刻获取财经资讯 为确保专项活动顺利安全， 天安门广场9月1日至3日暂停开放，9月4日适时恢复开放 。请广大游 客提前做好行程安排，敬请谅解与配合。 同日， 故宫博物院官网发布消息： 为配合天安门地区活动安排， 故宫博物院 将于8月31日至9月4日临时闭馆，9月5日正常开放 。请 您合理安排参观计划，给您带来不便，敬请谅解。如需帮助，可拨打服务热线：400-950-1925。 8月24日， 天安门地区管理委员会发布通告： ...

Core Viewpoint - Qiaqia Food, known as "Seed King," is facing significant growth challenges, reporting its worst mid-year performance in nearly a decade with a revenue decline of 5.05% and a net profit drop of 73.68% in the first half of 2025 [1][4][6]. Financial Performance - In the first half of 2025, Qiaqia Food's revenue was 2.752 billion yuan, down 5.05% year-on-year, while the net profit was 88.6416 million yuan, a decrease of 73.68% [1][4]. - The company's stock price has fallen over 60% from its peak in 2020, closing at 23.37 yuan per share on August 22 [3][6]. Reasons for Decline - The company attributes its performance decline to rising raw material costs, product structure adjustments, and channel structure changes, but deeper issues in product innovation and channel transformation are evident [3][6]. - Historical data shows that Qiaqia Food has previously managed raw material cost increases through price adjustments, but frequent price hikes have negatively impacted consumer demand, leading to a shift towards alternative brands [6][8]. Product Structure and Innovation - Qiaqia Food's product structure is heavily reliant on sunflower seeds, which accounted for 64.39% of revenue, while nut products contributed 22.32% [8]. - The company launched several new products in July 2025, including a mountain series of seeds and various snacks, indicating efforts to diversify its product offerings [8]. Channel Strategy Challenges - Traditional offline channels, once a strength for Qiaqia Food, have become a burden due to the company's slow adaptation to market changes, resulting in a revenue decline of over 18% from these channels [10]. - The company’s e-commerce revenue was 451 million yuan, representing only 16.38% of total revenue, highlighting a significant gap compared to competitors [11]. Market Position and Future Outlook - Analysts suggest that Qiaqia Food must undergo significant changes to remain competitive, leveraging its global supply chain and high-quality products to attract younger consumers [11].

【导读】稀土板块飙涨，芯片股持续火热，寒武纪继续走高 中国基金报记者 晨曦 大家好！来一起关注最新的市场行情和资讯 ~ 8 月 25 日， A 股市场开盘火热：上证指数跳空高开 0.59% ，深证成指、创业板指涨超 1% 。截至发稿，上证指数站上 3860 点，深证成指、创业板指涨幅持续扩大。 | 3864.95 | ﺮ | 12364.39 | ુ | 2730.27 | ﻭ | | --- | --- | --- | --- | --- | --- | | 上证指数 +1.02% | | 深证成指 +1.63% | | 创业板指 +1.78% | | 科创 50 指数盘初一度涨近 6% ，截至发稿涨幅有所回落。 | < w | 科创50(000688) Q | | --- | --- | | 08-25 10:19:24 | | | １３００．３０ 昨收 1247.86 成交额 691.37亿 | | | +52.44 | 今开 | | 上涨 = 460 | 平盘 ထ 下跌 一 121 | | 最高价 | 182.6 近20日 23.24% | | 最低价 | 31.48% | | 年时 | 五日 日K ...

Group 1 - Ukraine's President Zelensky stated that Ukraine is using domestically developed long-range weapons to strike targets within Russia and no longer coordinates such actions with the U.S. [2] - U.S. media reported that the Pentagon has been trying to prevent Ukraine from using U.S.-made tactical missile systems to hit targets inside Russia, but there has been no official response from either side [2] - Ukraine has developed several domestic long-range weapons, including drones aimed at attacking Russian oil refineries and aircraft [2] Group 2 - A fire at the New Shakhykinsk oil refinery in Russia has been ongoing for four days following an attack by Ukrainian forces on August 21 [4] - The governor of Rostov region reported that firefighting efforts are still underway, involving 412 personnel and 150 pieces of equipment, but water shortages have affected local residents [3] - The U.S. media reported that a drone attack on the Ust-Luga port, Russia's second-largest port, resulted in a fire, but no casualties were reported [5] Group 3 - The Russian Defense Ministry reported that Russian forces have captured a settlement in the Dnipropetrovsk region and have been attacking Ukrainian missile warehouses and drone facilities [6] - Ukrainian military officials confirmed that they conducted an attack on an oil refinery in Russia's Samara region, with damage assessments still ongoing [6]

| < W | 东风集团股份〔0489〕 | | | | --- | --- | --- | --- | | | 08-25 09:40:17 通 | | | | 9.390 | 额 11.04亿 股本 82.53亿 市盈 -123.8 | | 万得 | | | +3.420 +57.29% 换 4.57% 市值775亿 市净 0.48 | | 型■ | | 分时 | 五日 日K 周K 月K 更多 | | | | 晉加 | | 盘口 | 成交 | | 12.950 | 116.92% 卖10 9.480 | | 7.4万(14) | | | 379 | 9.470 | 17.6万(7) | | | 328 | 9.460 | 2.8万(2) | | | 57 | 9.450 | 2.2万(3) | | | 56 | 9.440 | 1.6万(3) | | | 325 | 9.430 | 2.2万(3) | | 5.970 | 0.00% 卖4 | 9.420 | 2.6万(3) | | | | 卖3 9.410 | 8000(2) | | | 322 | 9.400 | 24.4万(18) | | | 371 ...

据了解，作为国内首批跟踪中证AAA科技创新公司债指数的ETF产品，科创债ETF南方 (159700)跟踪中证AAA科创债指数，聚焦沪深交易所上市、主体信用评级为AAA的科技创新 公司债，市值规模超过1万亿元，成分券数量超800只，兼具高流动性与低信用风险特征。 日前，南方基金旗下科创债ETF南方（159700）纳入回购质押库申请正式收到中登审批函。 这标志着 该产品在提升流动性管理能力、优化投资者资金使用效率方面迈出关键一步，更彰显了政策 支持下科技金融创新发展的重要成果。深交所数据显示，截至8月21日，科创债ETF南方 (159700)规模已经突破100亿元。 （159700）凭借T+0交易机制、低费率结构以及分散化投资特性，为投资者提供了当日买卖 的灵活性。在管理费率方面，该产品仅为0.15%/年，低费率结构能够进一步降低了投资者的 长期持有成本。 业内人士指出，科创债ETF南方（159700）纳入回购质押库，有望进一步丰富科技金融资产 配置体系，引导更多社会资本流向硬科技领域，不仅为实体经济高质量发展注入新动能，也 有望帮助投资者能够更加便捷地参与到科技创新企业的债券投资中，分享科技创新带来的红 利。 ...