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下周(8月4日-8月10日)市场大事预告
Sou Hu Cai Jing·2025-08-03 12:39

Market Events Preview - The central bank will have a total of 16,632 billion yuan in reverse repos maturing next week, with specific maturities of 4,958 billion, 4,492 billion, 3,090 billion, 2,832 billion, and 1,260 billion yuan from Monday to Friday [1] Economic Data Releases - On Tuesday, July PMI data from S&P Global for China will be released, along with financial reports from Haiguang Information [2] - On Thursday, July import and export data (in USD) for China will be published, alongside financial results from SMIC [3] - On Saturday, multiple economic indicators will be released, including July CPI, PPI, M2 money supply, social financing scale increment, and new RMB loans for the first seven months [4] Stock Market Developments - A total of 32 companies will have their restricted shares unlocked next week, totaling 3.363 billion shares with a market value of 93.445 billion yuan based on the closing price on August 1. The peak unlocking day is August 8, with three companies unlocking shares worth a combined 54.464 billion yuan, accounting for 58.28% of the total unlocking scale [4] - Zhigao Machinery will open for subscription on August 5 on the Beijing Stock Exchange, while two new stocks will be listed in the Hong Kong market next week: Dongyangguang Pharmaceutical and Zhonghui Biotechnology-B [4] Corporate Announcements - DJI will officially launch its first robotic vacuum cleaner named "ROMO" on August 6, expanding its product line into the home cleaning sector [8] - XPeng Motors will showcase its new XPeng P7 in China on August 6, positioning it as a stylish luxury coupe designed by a collaborative team [8] Regulatory Changes - The Hong Kong Stock Exchange announced that a reform plan for new stock market pricing and public market regulations will take effect on August 4, which includes lowering the minimum allocation ratio for IPO book-building from 50% to 40% [8] - The Ministry of Finance and the State Taxation Administration announced a policy change regarding the VAT on interest income from government bonds, effective from August 8, 2025 [7]