越秀证券每日晨报-20250915

Market Performance - The Hang Seng Index closed at 26,388, up 1.16% for the day and up 31.55% year-to-date [1] - The Hang Seng Tech Index rose by 1.71% to 5,989, with a year-to-date increase of 34.04% [1] - The CSI 300 Index decreased by 0.57% to 4,522, with a year-to-date increase of 14.92% [1] - The Dow Jones Index fell by 0.59% to 45,834, with a year-to-date increase of 7.73% [1] Currency and Commodity Overview - The RMB index stands at 96.770, down 0.18% over the past month and down 3.13% over six months [2] - Brent crude oil is priced at $66.89 per barrel, up 1.94% over the past month but down 2.28% over six months [2] - Gold is priced at $3,644.17 per ounce, with an increase of 8.83% over the past month and 24.16% over six months [2] Economic Indicators - China's social financing scale increased by 26.56 trillion RMB in the first eight months, exceeding market expectations of 26.487 trillion RMB [11] - New RMB loans in August totaled 13.46 trillion RMB, slightly below the market expectation of 13.5709 trillion RMB [12] - M2 money supply grew by 8.8% year-on-year in August, surpassing the expected growth of 8.6% [13] Corporate Developments - BeiGene received an increase of 882,600 shares from The Capital Group, raising its stake from 4.96% to 5.02% [17] - SF Express announced a strategic partnership with Sunac China to enhance logistics services in the snow sports sector [18] - Ark Health and Innovent Biologics signed a strategic cooperation agreement to integrate AI technology with weight management solutions [19] Stock Performance - Baidu Group saw a stock price increase of 8.08% to 115.10, with a trading volume of 5.626 billion HKD [20] - Alibaba Group's stock rose by 5.44% to 151.10, with a trading volume of 25.932 billion HKD [20] - The top-performing stock in the main board was YJ Health, which surged by 77.09% to 192.50 HKD [20] IPO Information - The latest IPOs include Daxing Technology, which debuted at 55.00 HKD with a first-day performance of 14.95% [27] - Upcoming IPOs include Hesai Technology, scheduled for September 16, 2025, in the electrical components sector [27]