A股晚间热点 | 两办重磅！事关全国碳市场建设

Group 1: Carbon Market Development - The Central Committee and State Council issued a document to advance the construction of a national carbon market, aiming for basic coverage of major industrial sectors by 2027 and a complete voluntary emission reduction trading market by 2030 [1] Group 2: Financial Support for Forestry - The People's Bank of China, financial regulatory authorities, and the National Forestry and Grassland Administration jointly issued a notice to enhance financial support for high-quality development in the forestry sector, emphasizing the use of structural monetary policy tools to broaden direct financing channels for forestry enterprises [2] Group 3: Domestic Demand and Employment - The National Development and Reform Commission is working on improving policies to expand domestic demand and create a fair competitive market environment, supporting enterprises in accelerating technological and product innovation to stabilize and promote high-quality employment [3] Group 4: Housing Loan Rate Adjustment - The Shanghai headquarters of the People's Bank of China announced an adjustment to the pricing mechanism for commercial personal housing loans, eliminating the distinction between first and second home loan interest rates [4][5] Group 5: Gaming Industry Updates - The National Press and Publication Administration approved 166 domestic games and 7 imported games in August, with companies like Gigabit and 37 Interactive Entertainment successfully obtaining licenses for their products [6] Group 6: Coking Industry Price Increase - Representatives from the China Coking Industry Association called for an immediate price increase in the coking market, with specific price adjustments for various types of coke effective from August 26 [7] Group 7: Automotive Industry Developments - Hongmeng Zhixing held a product launch event, introducing three new electric vehicles and announcing a cumulative delivery of over 900,000 units, with expectations to surpass one million by October [9] Group 8: Currency Exchange Rate Movements - The onshore and offshore RMB against the USD both surpassed the 7.15 mark, with the highest exchange rate reaching 7.1480, marking a significant appreciation of over 300 basis points from the previous trading day [10] Group 9: U.S. Economic Outlook - Jefferies raised its year-end target for the S&P 500 index to 6600 points, citing strong corporate earnings that alleviate concerns about the U.S. economy's health [12][13] Group 10: Semiconductor Market Insights - Huawei is set to launch a self-developed AI SSD targeting the AI storage market, with optimistic growth projections for the semiconductor sector driven by AI applications [15]