国际金价再创新高；南向资金年内净流入超1万亿港元｜南财早新闻

Company Movements - Apple announced its entry into Douyin Mall just one week before the global launch of iPhone 17, marking a significant shift in the rules of product launches in the content e-commerce era, reinforcing the market logic that "wherever the traffic is, business will follow" [4] - On September 3, Zhongji Xuchuang (300308.SZ) reported a stock price of 426.19 CNY, up 10.99%, with a total market value surpassing Dongfang Caifu (300059.SZ), ranking second on the ChiNext board [4] - On September 3, "the first humanoid robot stock" UBTECH announced a procurement contract worth 250 million CNY for humanoid robot products and solutions from a well-known domestic enterprise, setting a new record for the largest order in the global humanoid robot industry [5] - China Shipbuilding Industry Co., Ltd. plans to absorb and merge China Shipbuilding Heavy Industry Co., Ltd. through a share exchange, with the exchange ratio set at 1:0.1339, meaning each share of China Shipbuilding Heavy Industry will convert to 0.1339 shares of China Shipbuilding [5] - NIO stated that it is among the first companies in the industry to fully push for various parking solutions, including remote parking and super-sensing parking, but mass production of unmanned parking requires both technical capabilities and regulatory approval [5] Investment News - On September 3, Comex gold futures reached a high of 3616.9 USD/oz, while London gold spot prices peaked at 3546.9 USD/oz, both surpassing the historical highs set in late April this year, leading to a rise in related A-share companies [3] - On September 3, FTSE Russell announced changes to the FTSE China 50 Index and other indices, with the most notable inclusion of companies like BeiGene and WuXi AppTec in the FTSE China A50 Index, while excluding China National Nuclear Power and China Unicom [3] - As of September 2, net inflows from southbound funds reached 9.281 billion HKD, bringing the total net inflow for the year to approximately 1 trillion HKD, a record high since the launch of the Hong Kong Stock Connect in 2014 [3] - The Shanghai Stock Exchange reported that 2.65 million new A-share accounts were opened in August 2025, showing significant year-on-year and month-on-month growth, with a total of 17.21 million new accounts opened in the first eight months of this year [3] - The Shanghai Gold Exchange announced adjustments to the margin levels and price limits for certain contracts, in accordance with its risk control management regulations [3] Macro Economy - In August, the issuance of local government bonds reached 977.6 billion CNY, maintaining a strong issuance level despite a decrease compared to June and July, with new special bonds accounting for 486.6 billion CNY, approximately half of the total [2] - According to statistics from Shanghai Zhongyuan Real Estate, the transaction area of new residential properties in Shanghai increased by 35.25% week-on-week during the first week of the new policy (August 25 to August 31), with a total of 401,000 square meters transacted in August, up 17.5% month-on-month [2] - The Beijing Municipal Planning and Natural Resources Committee released a list of eight planned residential land supplies for 2025, covering an area of approximately 27 hectares and a construction scale of about 630,000 square meters, which is expected to be supplied soon [2] - Reports indicate that several paper mills are implementing a "price increase + shutdown" strategy as the traditional peak season approaches, leading to a continued upward trend in paper prices, with major companies like Nine Dragons Paper and Lee & Man Paper announcing price hikes [2]