本周热点前瞻2025-08-25

This Week's Key Focus - On August 25, the People's Bank of China will conduct 600 billion yuan of MLF operations [2][3] - On August 27, China's National Bureau of Statistics will announce the profits of industrial enterprises above designated size for July and January - July [2][10] - On August 28, the US Department of Commerce will announce the revised value of the US GDP for the second quarter of 2025 [2][15] - On August 29, the US Department of Commerce will announce the PCE price index for July [2][19] - On August 31, China will announce the official manufacturing PMI, non - manufacturing PMI, and comprehensive PMI for August [2][22] - From August 31 to September 1, the 2025 Shanghai Cooperation Organization Summit will be held in Tianjin [2][23] This Week's Hotspot Preview August 25 - The People's Bank of China will conduct 600 billion yuan of 1 - year MLF operations, with a net investment of 300 billion yuan, a sixth consecutive month of increased renewal [3] - The State Council Information Office will hold a press conference to introduce the achievements of customs in safeguarding national security and promoting high - quality development during the 14th Five - Year Plan period [4] - The US will announce July new home sales. If the annualized total is slightly lower than the previous value, it will mildly suppress the rise of non - ferrous metal futures but mildly help the rise of gold and silver futures [5] August 26 - The State Council Information Office will hold two press conferences, one on the achievements of high - quality energy development during the 14th Five - Year Plan period and the other on the 25th China International Investment and Trade Fair [7] - The US will announce the preliminary value of July durable goods orders. If the monthly rate is higher than the previous value, it will help the prices of non - ferrous metals, crude oil, and related commodity futures rise but suppress the prices of gold and silver futures [8] - The US will announce the August Conference Board Consumer Confidence Index. If it is slightly higher than the previous value, it will mildly help the prices of non - ferrous metals, crude oil, and related futures rise but suppress the prices of gold and silver futures [9] August 27 - China will announce the profits of industrial enterprises above designated size for July and January - July. From January to June, the year - on - year profit decreased by 1.8%, and in June, it decreased by 4.3% year - on - year [10] - The Taiwan Affairs Office of the State Council will hold a press conference [11] - Germany will announce the September Gfk Consumer Confidence Index, with an expected value of - 22 and a previous value of - 21.5 [12] - The Eurozone will announce the August economic sentiment index and industrial sentiment index. If both are slightly higher than the previous values, it will mildly help the prices of related industrial product futures rise [13] - EIA will announce the change in US crude oil inventories for the week ending August 22. If the inventory continues to decline, it will help crude oil and related commodity futures rise [14] August 28 - The US will announce the revised value of the second - quarter GDP for 2025, with an expected annualized quarterly rate of 3.0% [15] - The US will announce the number of initial jobless claims for the week ending August 23. If it is slightly higher than the previous value, it will mildly suppress the rise of commodity futures except for gold and silver futures but mildly help the prices of gold and silver futures rise [16] - The US will announce the seasonally adjusted pending home sales index for July. If the monthly rate is higher than the previous value, it will help the prices of non - ferrous metal futures rise but suppress the prices of gold and silver futures [17] August 29 - The US will announce personal spending and personal income for July. If the monthly rates are slightly higher than the previous values, it will mildly suppress the rise of gold and silver futures but mildly help the rise of industrial product futures except for gold and silver futures [18] - The US will announce the PCE price index for July, with an expected annual rate of 2.6% and an expected core annual rate of 2.9% [19] - The US will announce the August Chicago PMI. If it is slightly higher than the previous value, it will help the rise of non - ferrous metal futures but suppress the rise of gold and silver futures [20] August 31 - China will announce the official manufacturing PMI, non - manufacturing PMI, and comprehensive PMI for August. If both the manufacturing and non - manufacturing PMIs are slightly lower than the previous values, it will mildly suppress the rise of stock index futures and commodity futures prices [22] - The 2025 Shanghai Cooperation Organization Summit will be held in Tianjin, and President Xi Jinping will participate in relevant activities and deliver a keynote speech [23]