永安期货早晨快讯

Group 1: Market Performance - A-shares opened higher and closed higher. The Shanghai Composite Index rose 0.96% to 3,617.6 points, the Shenzhen Component Index rose 0.59%, and the ChiNext Index rose 0.39%. Brain-computer interface and stablecoin concepts led the gains [1]. - Hong Kong stocks fluctuated and climbed. The Hang Seng Index rose 0.68% to 24,902.53 points, the Hang Seng Tech Index rose 0.73%, and the Hang Seng China Enterprises Index rose 0.65%. The pharmaceutical sector was strong, and high-quality stocks pulled up. The market turnover shrank to HK$234.6823 billion on Friday [1]. - European stocks closed mixed, while U.S. stocks closed lower across the board. The Dow Jones Industrial Average fell 0.14%, the S&P 500 Index fell 0.49%, and the Nasdaq Composite Index fell 0.65% [1]. Group 2: International Politics and Economics - Russia is considering making concessions to the United States to avoid secondary sanctions and may propose an air ceasefire with Ukraine, but has no intention of stopping the full - scale war [8][12]. - Trump said that the U.S. and China are "very close" to reaching an agreement to extend the trade truce. If successful, he is most likely to meet with Chinese President Xi Jinping before the end of the year. The initial U.S.-China trade truce agreement is due to expire on August 12 [8][12]. - The U.S. copper tariffs are expected to impact more than $15 billion worth of imported products, potentially increasing manufacturing costs. The 50% import tariff announced last week has caused turmoil in the global copper market [8][12]. - Trump said that U.S. tariffs on semiconductor and pharmaceutical imports will be announced in about a week. The U.S. has launched an investigation into the semiconductor market since April [12]. Group 3: Corporate News Acquisition and Listing - China Mobile Hong Kong sent out offer documents to acquire all the issued shares of HKBN. The offer period starts today, with the first deadline on September 3 and the final deadline on September 17 [10]. - Vanda Data's C - REIT will be listed on the Shanghai Stock Exchange on August 8 [10]. - BrainCo is negotiating to raise funds at a valuation of over $1.3 billion in pre - IPO financing and is preparing for an IPO in Hong Kong or the Chinese mainland [10]. - Zhonghui Biotech - B extended its share offering period due to bad weather, and its listing date will be changed to next Monday [10]. - The Hong Kong Stock Exchange revised the IPO claw - back mechanism, increasing the upper limit from 20% to 35% [10]. - XGIMI Technology is planning to issue overseas listed shares (H shares) and apply for listing on the main board of the Hong Kong Stock Exchange [10]. Stock Transactions and Bond Issuance - Ping An Insurance increased its holdings of 9.36 million H shares of Postal Savings Bank on August 1, increasing its shareholding to over 15% [13]. - Huatai Securities issued bonds worth 5 billion yuan, with an over - subscription of 1.95 times [13]. - Cathay Pacific is reported to order 777X aircraft from Boeing, its first Boeing order in 12 years [13]. - Zhaojin Mining will issue its fourth - phase science and technology innovation bonds worth 1 billion yuan [13]. - Vanke received a loan of up to 1.681 billion yuan from Shenzhen Metro Group [13]. Corporate Earnings Forecast - Times Angel expects its net profit for the first half of the year to increase by about 538.1% - 604.8% [13]. - Power Development expects its interim net profit to decline by up to 55% [13]. - Yimai Sunshine expects its interim net profit to increase by up to over 15 times [13]. Group 4: Company Dividends and Rights Issues - Some companies have dividend distribution plans, such as China Tower's interim dividend of RMB 0.1325 or HK$0.145533, and some do not plan to distribute dividends, like Harbour Centre Development [14][15]. - Some companies have rights issues, such as Man Wah Holdings' two - for - one rights issue at a subscription price of HK$0.18 [15]. Group 5: Economic Data - China's S&P Global China PMI Manufacturing in July was 49.5, and the composite and services PMIs also had corresponding values [16]. - U.S. economic data such as non - farm payrolls, manufacturing employment, unemployment rate, and various PMIs in July showed different trends. For example, the non - farm payrolls increased by 73,000 in July [16].