Group 1 - The US and China have agreed to suspend certain tariffs for 90 days, with the US pausing a 24% tariff on Chinese goods and China suspending a 24% tariff on US goods starting August 12 [1] - A new personal consumption loan subsidy policy has been introduced, allowing eligible loans to receive financial subsidies from September 1, 2025, to August 31, 2026, with a maximum subsidy of 3,000 yuan per person [1] - A loan subsidy policy for service industry operators has been issued, providing financial support for loans up to 1 million yuan in specific sectors such as catering, health, and tourism [1] Group 2 - The US July CPI remained at 2.7% year-on-year, lower than the expected 2.8%, while the core CPI rose to 3.1%, exceeding expectations and marking a new high since February [2] - The US Treasury reported a record high in tariff revenue for July at 28 billion USD, a 273% increase year-on-year, but the budget deficit also widened to 291 billion USD [10] - The Chinese stock market continues to show strength, with the A-share financing balance surpassing 2 trillion yuan for the first time in ten years, indicating increased leverage in various sectors [3][4] Group 3 - Tencent Music reported a 17.9% year-on-year revenue growth in Q2, reaching 8.44 billion yuan, with a 33% increase in adjusted net profit [5] - The commercial factoring industry in China is expected to see new regulations aimed at guiding companies to focus on accounts receivable and avoid risky lending practices [7] - The Chinese logistics and procurement association reported a rise in the e-commerce logistics index to 112 points in July, indicating a recovery in the sector [7]
A股特别提示（8-13）：中美经贸关系迎来新进展，双方就关税及不可靠实体清单达成共识
Sou Hu Cai Jing·2025-08-13 00:21