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每日信息速递 2024.08.12 【财经要闻速递】 晨会 分析师：徐伟 资格证书：S1330514080001 联系邮箱：xuw@hxzb.cn 联系电话：028-86199181 相关研究 每日信息速递 2024.08.09 2024.08.09 每日信息速递 2024.08.08 2024.08.08 每日信息速递 2024.08.07 2024.08.07 国家统计局：7 月份 CPI 同比涨幅扩大 PPI 同比降幅与上月相同 商务部：制定《关于促进服务消费高质量发展的意见》的细化具体落 实举措 激发服务消费潜能 央行：把维护价格稳定、推动价格温和回升作为把握货币政策的重要 考量 国家外汇局：二季度我国经常账户顺差 3899 亿元 7 月中国中小企业发展指数环比持平 景气度整体有所回升 【行业要闻速递】 中物联：7 月份中国公路物流运价指数为 103.2 点 中汽协：1-7 月我国汽车产销同比分别增长 3.4%和 4.4% 我国商业银行不良贷款率降至 1.56% 中国充电联盟：1 到 7 月充电基础设施与新能源汽车继续快速增长 7 月全国白酒环比价格总指数下跌 0.05 优势价格带逐渐下移 【个股重要 ...

2024 年 08 月 09 日 一周市场回顾 证券研究报告-一周市场回顾 分析师：徐伟 资格证书：S1330514080001 联系邮箱：xuw@hxzb.cn 联系电话：028-86199181 相关研究 市 场 流 动 性 周 报 （ 2024.07.29- 2024.08.02） 2024.08.05 一周市场回顾 （ 2024.07.29 — 2024.08.02） 2024.08.02 市 场 流 动 性 周 报 （ 2024.07.22- 2024.07.26） 2024.07.29 市 场 研 究· 一 周 市 场 回 顾· 证 券 研 究 报 告 一周市场回顾 （2024.08.05—2024.08.09） A 股市场： 本周 A 股上证指数下跌 1.48%，收于 2862.19 点，深证成指下跌 1.87%，收于 8393.70 点，创业板指下跌 2.60%，收于 1595.64 点。 价值风格类板块代表指数上证 50、中证 100、沪深 300 分别下跌 1.10%、下跌 1.59%、下跌 1.56%，成长风格类板块代表指数中小 100、中证 500、中证 1000 分别下跌 1.88% ...

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Key Points - In the first seven months of 2024, China's total goods trade value reached 24.83 trillion yuan, reflecting a year-on-year growth of 6.2% [2][3] - Exports amounted to 14.26 trillion yuan, increasing by 6.7%, while imports were 10.57 trillion yuan, up by 5.4% [2] - The trade surplus expanded by 10.6% to 3.69 trillion yuan [2] - The general trade and processing trade both saw growth, with general trade imports and exports increasing by 4.9% [3] - Private enterprises experienced a significant increase in trade, with a 10.9% rise in imports and exports, accounting for 55.1% of total foreign trade [3] - Exports of mechanical and electrical products reached 8.41 trillion yuan, representing 59% of total exports, with notable growth in integrated circuits and automobiles [4] - Major commodities such as iron ore and coal saw increased import volumes, with iron ore imports rising by 6.7% [4][10] - The film industry showed signs of recovery, with total box office revenue for the first seven months of 2024 reaching 29.3 billion yuan, recovering to 79% of the 2019 level [10][11] - The real estate sector faced challenges, with companies like Shoukai and Poly Development reporting significant declines in contract amounts for July 2024 [12][16][18]

Key Points - The report highlights the ongoing challenges in the global manufacturing sector, with the global manufacturing PMI falling to 48.9% in July, indicating a continued decline in economic recovery momentum [2][3][4] - The Americas manufacturing PMI dropped to 47.5%, marking a significant decline and raising concerns about potential economic recession in the region [4][5] - In Europe, the manufacturing PMI decreased slightly to 47.9%, reflecting a weak recovery trend, particularly in Germany and France, where the indices remain below 50% [5][6] - The African manufacturing sector showed signs of recovery, with the PMI rising to 50.1%, driven by improvements in South Africa's manufacturing activities [5][6] - The Asian manufacturing PMI remained above 50% at 50.8%, indicating stable performance, with China’s PMI around 49.5% [6][7] - The report discusses the implementation of new policies in Guangdong to support technology-driven enterprises through financing options, including public listings and venture capital [7][8] - The Chinese liquor industry reported a robust performance in the first half of 2024, with production, sales revenue, and profits all showing positive growth [8] - The automotive sector in China experienced a slight decline in imports, with 61,000 vehicles imported in June, down 2.4% year-on-year [8] - The report notes a significant increase in urban rail transit passenger volume in July, with a 9.4% month-on-month growth [8][9] - The Ministry of Industry and Information Technology encourages further innovation in emerging fields such as 5G and artificial intelligence [9][10] - The Guangzhou International Shipping Hub Action Plan aims to enhance cargo throughput to 700 million tons by 2026, focusing on green and digital transformation in the shipping industry [10][11][12]

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2024 年 08 月 05 日 流动性周报 证券研究报告-流动性周报 市场流动性周报 （2024.07.29-2024.08.02） 公开市场操作： 2024 年 7 月 29 日-8 月 2 日，央行公开市场开展逆回购操作投放 7810.5 亿元，逆回购到期 9847.5 亿元，总计实现净回笼 2037 亿 元。本周预计将有逆回购到期 7810.5 亿元。 货币市场： 截至 8 月 2 日，银行间同业拆借加权平均利率较 7 月 26 日变动11.48BP 至 1.65%，质押式回购加权平均利率较 7 月 26 日变动13.22BP 至 1.66%；短期利率方面，隔夜 shibor、1 周 shibor、2 周 shibor、1 个月 shibor 分别为 1.5730%、1.7000%、1.7520%、 1.8250%，较 7 月 26 日分别变动-11.60BP、-21.30BP、-14.30BP、 -2.30BP；中期利率方面，3 个月 shibor、6 个月 shibor、9 个月 shibor、1 年 shibor 分别为 1.8530%、1.9020%、1.9300%、1.9460%， 较 7 ...

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2024 年 08 月 02 日 一周市场回顾 证券研究报告-一周市场回顾 一周市场回顾 （2024.07.29—2024.08.02） A 股市场： 本周 A 股上证指数上涨 0.50%，收于 2905.34 点，深证成指下跌 0.51%，收于 8553.55 点，创业板指下跌 1.28%，收于 1638.30 点。 价值风格类板块代表指数上证 50、中证 100、沪深 300 分别下跌 0.49%、下跌 1.27%、下跌 0.73%，成长风格类板块代表指数中小 100、中证 500、中证 1000 分别下跌 0.82%、上涨 1.10%、上涨 2.29%。 本周两市 A 股日均成交金额为 7227.82 亿元，较上周增加 14.27%。 本周涨幅靠前的行业有：综合（6.16%）、社会服务（5.49%）、建筑 装饰（3.27%）、医药生物（3.21%）、农林牧渔（2.75%）。跌幅靠前 的行业有：电力设备（-2.04%）、公用事业（-1.75%）、煤炭（-1.63%）、 食品饮料（-1.39%）、建筑材料（-1.20%）。 港股通： 本周沪股通日均成交额 580.95 亿元，较上周日均增长 0.21%。其 ...