A-shares - As of August 21, over 40 social security fund portfolios and more than 20 basic pension insurance fund portfolios have entered the top ten circulating shareholders of approximately 160 listed companies [2] - According to Goldman Sachs, the allocation ratio of global active funds to the Chinese stock market rose to 6.4% in July, while passive funds saw accelerated inflows, with a total net inflow of foreign passive funds reaching $11 billion this year by the end of July [2] - Korean investors have increasingly purchased Chinese assets, making China the second-largest overseas investment destination for South Korea. As of August 20, the cumulative trading volume in the Hong Kong stock market by Korean investors exceeded $5.8 billion this year, second only to the U.S. market [2] - Since the introduction of a series of policy measures last September, the Shanghai Composite Index has steadily risen from nearly 2,900 points to over 3,700 points, with market momentum further released since July [2] - As of August 20, 623 private enterprises in A-shares have disclosed their semi-annual performance for 2025, with over 80% achieving profitability [2] Private Equity - As of August 18, 17 large private equity firms held a total of 33 A-shares, with a combined market value of 22.551 billion yuan [3] Financial Management - The State Administration of Foreign Exchange announced a pilot program for green foreign debt in 16 provinces and cities, encouraging non-financial enterprises to use cross-border financing for green or low-carbon transformation projects [4] - The second batch of Sci-Tech Innovation Bond ETFs has been submitted for approval, involving 14 fund companies, with three indices showing annual returns of 1.37%, 1.36%, and 1.46% respectively as of August 20 [4] - The latest Loan Market Quote Rate (LPR) remains unchanged at 3.0% for one year and 3.5% for five years and above, marking three consecutive months of stability [4] - Over 50 equity funds have ended their fundraising early since July to quickly enter the market, with equity funds accounting for over 70% of newly established funds [4] Other Financial Indicators - The Ministry of Finance reported that the securities transaction stamp tax reached 93.6 billion yuan in the first seven months of the year, a year-on-year increase of 62.5% [6] - In July, the national general public budget revenue was 20,273 billion yuan, a year-on-year increase of 2.6%, marking the highest monthly growth rate this year [7]
上市公司半年报密集发布｜财富周历 动态前瞻
Sou Hu Cai Jing·2025-08-25 00:13