Seek .(US:SKLTY) Xin Lang Ji Jin·2025-08-28 08:00Group 1 - The latest LPR in China remains unchanged at 3.0% for 1-year and 3.5% for 5-year, consistent for three consecutive months, aligning with market expectations [1] - The U.S. manufacturing PMI for August reached 53.3, the highest since May 2022, significantly exceeding the expected 49.5, indicating strong manufacturing recovery [2] - The People's Bank of China announced a 600 billion MLF operation on August 25, with a net injection of 300 billion, marking the sixth consecutive month of increased liquidity [1][6] Group 2 - DeepSeek-V3.1 has been officially released, featuring enhanced agent capabilities and higher efficiency, with an increase in API call prices [2] - The U.S. and EU have reached a new trade agreement, with the U.S. imposing a 15% tariff on most EU goods, while the EU will eliminate tariffs on U.S. industrial products [4] - The U.S. is investigating tariffs on imported furniture, with a decision expected in 50 days [4] Group 3 - The U.S. Federal Reserve's July meeting minutes revealed a consensus against interest rate cuts, with most officials concerned about inflation risks [3] - The U.S. President indicated potential military involvement in Ukraine peacekeeping, while Ukraine plans to purchase $100 billion in military equipment from the U.S. [2][3] Group 4 - Recent data shows a decline in land transaction area and a decrease in housing transaction volume, indicating a weak performance in the real estate sector [9] - The automotive sector maintains high sales levels, with wholesale and retail sales growth rates of 12.08% and 6.10% respectively in July [10] Group 5 - The agricultural product prices have shown a slight increase, with vegetable prices rising while fruit prices have decreased [14] - The industrial product index has decreased, with coal, oil, aluminum, and cement prices rising, while copper and steel prices have fallen [16] Group 6 - The bond market has seen an increase in credit bond rates, with the 3Y AA+ rate rising by 11 basis points, indicating pressure on the bond market due to increased risk appetite [33][39] - The issuance of government bonds remains high, with a net issuance of 378.74 billion [35]