A股晚间热点 | 央行重磅发声！事关货币政策、汇率、贷款投向

Group 1: Monetary Policy and Financial Data - The People's Bank of China (PBOC) will implement a moderately loose monetary policy, ensuring the execution of existing measures to enhance financial services for the real economy [1] - In the first half of 2025, the total social financing increased by 22.83 trillion yuan, which is 4.74 trillion yuan more than the same period last year [2] - The broad money supply (M2) reached 330.29 trillion yuan at the end of June, with a year-on-year growth of 8.3% [2] Group 2: Regulatory Measures and Market Developments - The Central Committee emphasized strict penalties for market manipulation, insider trading, and illegal fundraising in the financial sector [3] - The PBOC, along with financial regulatory authorities, issued a new directory for green finance projects to enhance market liquidity and asset management efficiency [4] - The PBOC will conduct a 14 trillion yuan reverse repurchase operation on July 15, 2025, to manage liquidity [5] Group 3: Corporate Developments and Market Trends - NVIDIA's CEO Jensen Huang is visiting China for the third time this year, reaffirming the company's long-term commitment to the Chinese market [6] - Bitcoin has surpassed 120,000 USD, reaching a new high, as the U.S. Congress prepares to review three key cryptocurrency legislations [8] - Tesla's stock rose by over 1% amid overall declines in U.S. stock indices, with positive sentiment driven by Elon Musk's upcoming product demonstrations [9] Group 4: Earnings Forecasts and Market Reactions - Companies like Huahong Technology and Te Yi Pharmaceutical are expected to report significant profit increases, with Huahong projecting a net profit growth of over 30 times [17] - Conversely, companies such as Zhongyan Chemical and Greenland Holdings are expected to report substantial losses, with Zhongyan's net profit expected to decline by 88% [17]