新华财经北京8月8日电国家外汇管理局公布2025年二季度及上半年我国国际收支平衡表初步数。2025年 二季度，我国经常账户顺差9715亿元，其中，货物贸易顺差15751亿元，服务贸易逆差3345亿元，初次 收入逆差2978亿元，二次收入顺差287亿元。资本和金融账户（含当季净误差与遗漏）逆差9715亿元， 其中来华直接投资保持净流入。 按SDR计值，2025年二季度，我国经常账户顺差996亿SDR，其中，货物贸易顺差1615亿SDR，服务贸 易逆差343亿SDR，初次收入逆差305亿SDR，二次收入顺差29亿SDR。资本和金融账户（含当季净误差 与遗漏）逆差996亿SDR。 按SDR计值，2025年上半年，我国经常账户顺差2257亿SDR，其中，货物贸易顺差3425亿SDR，服务贸 易逆差796亿SDR，初次收入逆差423亿SDR，二次收入顺差50亿SDR。资本和金融账户（含二季度净误 差与遗漏）逆差2065亿SDR。 （文章来源：新华财经） 按美元计值，2025年二季度，我国经常账户顺差1351亿美元，其中，货物贸易顺差2191亿美元，服务贸 易逆差465亿美元，初次收入逆差414亿美元，二次收入顺差40亿 ...

香港联交所最新资料显示，8月5日，金融街物业(01502)股东将股票由UBS Securities Hong Kong Limited 转入花旗银行，转仓市值2065.17万港元，占比8.08%。 金融街物业发布公告，该公司于2025年8月4日派发截至2024年12月31日止末期股息每股0.157元。 ...

智通财经APP获悉，香港联交所最新资料显示，8月5日，金融街物业(01502)股东将股票由UBS Securities Hong Kong Limited转入花旗银行，转仓市值2065.17万港元，占比8.08%。 金融街物业发布公告，该公司于2025年8月4日派发截至2024年12月31日止末期股息每股0.157元。 ...

Core Viewpoint - Financial Street's stock price remained stable at 2.94 yuan as of August 4, 2025, with a trading volume of 213,509 hands and a transaction amount of 0.63 billion yuan, indicating a lack of significant market movement [1] Company Overview - Financial Street primarily engages in real estate development and management, owning multiple commercial real estate projects in Beijing. The company is listed on the Shenzhen Stock Exchange and operates in various sectors including office buildings, commercial spaces, and hotels [1] Shareholder Information - The number of shareholders for Financial Street has decreased for three consecutive periods, with 74,500 shareholders as of July 31, 2025, reflecting a decline of 1,585 shareholders or 2.08%. The average shareholding per shareholder increased from 39,300 shares to 40,100 shares, with an average market value of 117,400 yuan per shareholder [1] Capital Flow - On August 4, 2025, the net outflow of main funds for Financial Street was 9.78 million yuan, with a cumulative net outflow of 7.38 million yuan over the past five trading days. The number of shares held by the Shenzhen Stock Connect remained at 21.30 million shares, accounting for 0.71% of the circulating share capital [1]

丨证券研究报告丨 行业研究丨行业周报丨房地产 [Table_Title] 如何看待产业政策的节奏和空间？ ——房地产行业周度观点更新 报告要点 [Tablary] 7 月政策预期本来就不应过高，但 9 月至 Q4 期间，产业政策仍具备较强的宽松预期，客观而 言止跌回稳需要进一步政策加码；常规政策主要是因城施策，当前政策框架内，超常规层面仍 有较大空间。防风险框架下，产业政策目标明确，且不必担心政策空间，未来的宽松只是节奏 问题，除交易窗口之外，还应重视产品迭代和稳定现金流等领域。 分析师及联系人 [Table_Author] SAC：S0490520040001 SAC：S0490525060001 SFC：BUV416 刘义 侯兆熔 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Title 如何看待产业政策的节奏和空间？ 2] ——房地产行业周度观点更新 周度核心内容跟踪 市场：本周长江房地产指数-2.76%，相对沪深 300 的超额收益为-1.01%，行业排名相对靠后 （24/32）；年初至今长江房地产指数-0.45%，相对沪深 300 的超 ...

（文章来源：新华财经） 新华财经北京8月1日电据央行网站消息，8月1日，中国人民银行召开2025年下半年工作会议暨常态长效 推动中央巡视整改工作推进会。会议认为，重点领域金融风险进一步收敛。金融支持融资平台债务风险 化解取得重要成效。推进中小银行改革化险，重点机构和重点地区金融风险有序处置。设立中国人民银 行宏观审慎和金融稳定委员会，宏观审慎和金融稳定保障体系不断健全。完善房地产金融宏观审慎管 理，支持加快构建房地产发展新模式。坚定支持资本市场平稳运行，优化支持资本市场两项工具额度使 用和政策安排，更好稳定市场预期。严肃查处债券市场违法违规行为。规范应收账款电子凭证等供应链 金融业务。 ...

Core Viewpoint - The People's Bank of China (PBOC) is committed to implementing a series of monetary policy measures to support economic growth, manage financial risks, and enhance financial services, while also promoting high-quality development and financial reform [1][6]. Monetary Policy Measures - The PBOC has adopted a moderately loose monetary policy, reducing the reserve requirement ratio and utilizing various monetary policy tools to maintain ample liquidity [1][6]. - Policy interest rates, structural monetary policy tool rates, and personal housing fund loan rates have been lowered to reduce financing costs [1][6]. Financial Support for Economic Transition - The PBOC is focusing on supporting technological innovation, boosting consumption, aiding small and micro enterprises, and stabilizing foreign trade [2][6]. - As of the end of June, loans for technology, green projects, inclusive small and micro enterprises, the elderly care industry, and the digital economy grew by 12.5%, 25.5%, 12.3%, 43%, and 11.5% year-on-year, respectively [2]. Risk Management - Financial support for resolving debt risks of financing platforms has shown significant progress, with orderly risk management in key institutions and regions [2][6]. - The establishment of the PBOC's Macro-Prudential and Financial Stability Committee has strengthened the financial stability framework [2]. Financial Market Opening - The PBOC is advancing the construction and development of the Cross-Border Interbank Payment System (CIPS) and enhancing cross-border payment connectivity with multiple countries [3][6]. - Efforts are being made to deepen the offshore RMB market and promote the use of RMB in cross-border transactions [3][7]. Financial Management and Service Improvement - The PBOC is accelerating important legislative reforms and enhancing the regulatory framework for the financial sector [4][8]. - The implementation of the "Five Major Articles" in finance has led to comprehensive statistical tracking and improved financial service quality [4][8]. Party Governance and Internal Management - The PBOC is committed to strict party governance and internal management, enhancing the effectiveness of its organizational structure and supervision mechanisms [5][6]. - Continuous education on party discipline and regulations is being emphasized to maintain integrity and accountability within the institution [5].

新华财经北京8月1日电国家外汇管理局8月1日以视频形式召开2025年下半年外汇管理工作交流会。 会议指出，2025年以来，外汇管理部门认真贯彻落实中央经济工作会议精神，统筹做好外汇领域防风 险、强监管、促发展工作。加大外汇支持实体经济高质量发展力度，积极支持稳外贸，推动优质企业贸 易外汇收支便利化政策、跨境贸易高水平开放试点扩面提质，支持更多银行和支付机构凭交易电子信息 为贸易新业态主体办理外汇结算业务。有序推进跨境投融资管理改革，扩大跨国公司本外币一体化资金 池试点，向合格境内机构投资者（QDII）新发放投资额度30.8亿美元，研究制定深化跨境投融资外汇管 理改革一揽子措施。完善企业汇率风险管理服务，上半年企业外汇套期保值比率创历史新高。稳慎推进 银行外汇展业改革，银行凭客户指令办理跨境收支超2000亿美元。积极支持区域开放发展，支持上海国 际金融中心建设。有力维护外汇市场稳健运行，保持人民币汇率弹性，加强外汇市场"宏观审慎+微观 监管"两位一体管理，我国外汇市场在错综复杂形势下展现出较强韧性。着力构建完备有效的外汇监管 体系，健全外汇监管法治基础，完善外汇监管工作机制，严厉打击地下钱庄等外汇违法违规活动。 ...

证券代码：000402 证券简称：金融街 公告编号：2025-085 金融街控股股份有限公司 关于对外提供财务资助的公告 本公司及董事会全体成员保证信息披露的内容是真实、准确、完整的，没有 虚假记载、误导性陈述或者重大遗漏。 近日，公司按持股比例为四川雅恒房地产开发有限公司（以下简称"四川雅 恒"）提供财务资助，财务资助金额0.58亿元。 公司于2025年4月25日召开第十届董事会第三十五次会议，于2025年5月21日 召开2024年年度股东大会，审议通过了《公司2025年度预计新增财务资助额度的 议案》，同意公司根据经营工作安排，向为开展房地产业务而成立、公司持股且 持股比例不超过50%的项目公司提供财务资助，新增财务资助总额度不超过21亿 元。具体详见公司于2025年4月29日和2025年5月22日在指定媒体上披露的《关于 2025年度预计新增财务资助额度的公告》和《金融街控股股份有限公司2024年年 度股东大会决议公告》。 截至本公告披露日，上述财务资助额度已使用0亿元，本次使用0.58亿元，本 次使用后剩余20.42亿元未使用，本次财务资助在上述股东大会和董事会审批额度 内发生，具体公告如下： 一、事 ...

Core Viewpoint - The State Administration of Foreign Exchange of China reported the international balance of payments for goods and services trade in June 2025, indicating a growth in trade volume and a surplus in goods trade [1] Trade Data Summary - In June 2025, the total import and export scale of China's goods and services trade reached 42,214 billion yuan, reflecting a year-on-year increase of 6% [1] - Goods trade exports amounted to 21,185 billion yuan, while imports were 15,112 billion yuan, resulting in a surplus of 6,073 billion yuan [1] - Services trade saw exports of 2,437 billion yuan and imports of 3,480 billion yuan, leading to a deficit of 1,043 billion yuan [1] Service Trade Breakdown - The main components of services trade included: - Transportation services with an import and export scale of 1,639 billion yuan - Travel services with an import and export scale of 1,603 billion yuan - Other commercial services with an import and export scale of 967 billion yuan - Telecommunications, computer, and information services with an import and export scale of 659 billion yuan [1] Dollar Value Summary - In dollar terms, the goods and services trade exports in June 2025 were valued at 32.92 billion USD, while imports were valued at 25.91 billion USD, resulting in a surplus of 7.01 billion USD [1]