中国6月CPI将出炉；美联储将公布会议纪要丨一周前瞻

Economic Data Release - China will release several important economic data this week, including June CPI, June PPI, July foreign exchange reserves, and July social financing data [1] - The U.S. "reciprocal tariffs" suspension period is about to end, and the Federal Reserve will publish the minutes of its monetary policy meeting [1] Stock Market Developments - This week, a total of 50 stocks will have their lock-up shares released, with a total market value of approximately 37.619 billion yuan. The top three stocks by market value of released shares are Lingyun Guang (5.952 billion yuan), Haohua Technology (4.263 billion yuan), and Weike Technology (3.636 billion yuan) [2] Regulatory Changes - The People's Bank of China is seeking public opinion on the draft business rules for the Cross-Border Interbank Payment System (CIPS), which includes detailed processes for account management, funding, and settlement [4] - The Ministry of Finance has announced measures regarding government procurement of medical devices imported from the EU, requiring that non-EU companies' products must not exceed 50% of the total contract amount for certain procurement projects [5] Aviation Industry Initiatives - The Civil Aviation Administration of China has established a leadership group for general aviation and low-altitude economy, focusing on the development and regulation of these sectors [6] Real Estate Market Stability - The Ministry of Housing and Urban-Rural Development emphasizes the importance of stabilizing the real estate market and encourages local governments to implement precise policies to promote healthy development [7] Electricity Demand Surge - China's electricity load reached a historical high of 1.465 billion kilowatts on July 4, driven by high temperatures, marking an increase of approximately 200 million kilowatts from the end of June and nearly 150 million kilowatts year-on-year [8] Oil Production Increase - Eight major oil-producing countries have decided to increase production by 548,000 barrels per day in August, adjusting their output based on current market conditions [9] New Tariffs Announcement - U.S. President Trump announced that new tariffs will likely be implemented starting August 1, with rates potentially reaching up to 70% [10] Stock Market Outlook - The market is expected to experience a strong oscillation, with a focus on industry logic as half-year reports approach. High-dividend blue-chip companies are anticipated to gain market favor [14] - The market is cautiously optimistic for July, with expectations for steady upward movement in the index amid various influencing factors [14][15]