8月26日国内十大财经热点：A股分化调整、上海楼市松绑、碳市场建设加速

Market Dynamics - A-shares ended their continuous rise, showing a mixed performance with the Shanghai Composite Index down 0.39%, the Shenzhen Component Index up 0.26%, and the ChiNext Index down 0.75% [2] - Over 2800 stocks rose, with a trading volume of 2.71 trillion yuan, although this was a decrease of over 460 billion yuan from the previous trading day, it still indicates a high level of activity [2] - Consumer electronics stocks were active, with companies like GoerTek hitting the daily limit, and the Huawei supply chain also performing well [2] Macro Policy - Shanghai has optimized its real estate policies, allowing eligible families to purchase an unlimited number of homes outside the outer ring and increasing the personal housing provident fund loan limit, effective from August 26, 2025 [3] - Beijing recently lifted purchase restrictions outside the Fifth Ring Road, signaling a positive policy shift in major cities [3] - The Central Committee and State Council issued opinions on promoting green and low-carbon transformation, aiming for comprehensive coverage of major industrial sectors in the national carbon market by 2027 [3] Industry Trends - The National Press and Publication Administration announced the approval of 173 video game titles in August 2025, including 166 domestic and 7 imported games, marking a new monthly high for 2025 [5] - The summer box office for films has surpassed 11 billion yuan, with "Nanjing Photo Studio" leading at 2.7 billion yuan [6] Corporate Dynamics - Pinduoduo reported Q2 2025 revenue of 103.98 billion yuan, a 7% year-on-year increase, but net profit attributable to ordinary shareholders fell by 4% [7] - Muyuan Foods released its semi-annual report, achieving revenue of 76.46 billion yuan, a 34.46% year-on-year increase, and a net profit of 10.53 billion yuan, up 1169.77% [7] - Huawei is set to launch a new AI SSD product on August 27, with its annual conference scheduled for September 18-20, 2025, in Shanghai [7]