8月11日投资早报|工业富联:上半年净利润同比增长38.61%,*ST高鸿可能被实施重大违法强制退市,万兴科技筹划在港交所上市

Market Performance - On August 8, 2025, A-shares saw a collective decline with the Shanghai Composite Index down 0.12%, Shenzhen Component down 0.26%, and ChiNext Index down 0.38%. The North Stock 50 fell by 1.22%. The total trading volume in the Shanghai and Shenzhen markets was approximately 17102.27 billion yuan, a decrease of about 1152.63 billion yuan from the previous trading day [1] - Hong Kong stocks experienced fluctuations, with all three major indices dropping over 1% at one point. The Hang Seng Index closed down 0.89% or 222.81 points at 24858.82 points, with a total trading volume of 2067.2 billion HKD. The Hang Seng China Enterprises Index fell by 0.96%, and the Hang Seng Tech Index dropped by 1.56%. For the week, the Hang Seng Index rose by 1.43% [1] - U.S. stocks collectively rose on August 8, 2025, with the Nasdaq reaching a record high. The Dow Jones Industrial Average increased by 0.47% to 44175.61 points, the S&P 500 rose by 0.78% to 6389.45 points, and the Nasdaq Composite gained 0.98% to 21450.02 points, marking a second consecutive day of record closing [1] Economic Indicators - According to the National Bureau of Statistics, in July, the national consumer price index (CPI) remained flat year-on-year, with a month-on-month increase of 0.4%. Urban prices were flat, while rural prices decreased by 0.3%. Food prices fell by 1.6%, while non-food prices rose by 0.3%. The average CPI from January to July decreased by 0.1% compared to the same period last year [4] - In July, the national CPI increased by 0.4% month-on-month, with urban areas rising by 0.4% and rural areas by 0.3%. Food prices decreased by 0.2%, while non-food prices increased by 0.5%. Consumer goods prices rose by 0.2%, and service prices increased by 0.6% [4] Real Estate Policy - Beijing has optimized its housing purchase policy, allowing eligible families to buy an unlimited number of properties outside the Fifth Ring Road starting August 9, 2025. This includes both new and second-hand properties [5] - The policy also enhances support for housing provident fund loans, increasing the loan limit from 100,000 yuan to 150,000 yuan for first-time buyers, and raising the maximum loan amount for second homes from 600,000 yuan to 1 million yuan. The minimum down payment ratio for second homes is now uniformly set at no less than 30%, without distinction between areas inside and outside the Fifth Ring Road [5]