影响市场重大事件：央行将进一步落实好适度宽松的货币政策，突出金融服务实体经济的重点方向

Group 1: Monetary Policy and Economic Support - The central bank will further implement a moderately loose monetary policy, focusing on enhancing financial services for the real economy [1] - The central bank emphasizes the importance of maintaining sufficient liquidity and aligning social financing scale and money supply growth with economic growth and price level expectations [1] - Structural monetary policy tools will be utilized to support key areas such as technological innovation and consumption [3][9] Group 2: Currency Stability and Market Resilience - The RMB exchange rate remains fundamentally stable amid dual fluctuations, supported by a strong domestic economic foundation [2] - The central bank highlights the resilience of China's financial market, which is influenced by various factors including economic growth and geopolitical risks [2] Group 3: Financial Support for Key Sectors - New loans in the first half of the year were primarily directed towards key sectors such as manufacturing and infrastructure, with significant year-on-year growth [7] - The central bank has established a 500 billion yuan service consumption and elderly re-loan to enhance financial support for high-quality supply in service sectors [6] Group 4: Investment Trends and Market Sentiment - Sovereign wealth funds are increasingly interested in Chinese stocks, with 59% of surveyed funds prioritizing China, up from 44% last year [5] - A majority of funds expect to increase their allocation to Chinese stocks over the next five years, reflecting confidence in China's technological innovation leadership [5]