陆家嘴财经早餐2025年7月26日星期六

Group 1 - The State Council has deployed measures to gradually promote free preschool education, emphasizing its importance for long-term development and the need for local governments to detail work plans and ensure timely funding allocation [2] - The China Securities Regulatory Commission (CSRC) has outlined seven key tasks for the next phase of reform, including consolidating market stability, deepening the reform of the Growth Enterprise Market, and enhancing regulatory enforcement efficiency [2][4] Group 2 - The Ministry of Finance reported that national fiscal revenue reached 11.56 trillion yuan in the first half of the year, with tax revenue showing a continuous year-on-year increase for three months [3] - The People's Bank of China and the State Administration of Foreign Exchange plan to promote a low-version fund pool policy nationwide, establishing a framework for integrated domestic and foreign currency fund pools [3] Group 3 - The Shenzhen Stock Exchange's vice president stated that further reforms of the Growth Enterprise Market will support companies in core technology sectors such as artificial intelligence and integrated circuits [6] - The Hong Kong Stock Exchange plans to launch a new platform in 2026 for issuers and their advisors to submit regulatory announcements and communicate confidentially with the exchange [6] Group 4 - The Shanghai Municipal Bureau of Statistics reported that the city's GDP for the first half of the year was 26,222.15 billion yuan, reflecting a year-on-year growth of 5.1% [5] - The China Insurance Industry Association announced that the current research value for ordinary life insurance products' preset interest rate is 1.99%, with several insurance companies adjusting their new product rates starting in September [10] Group 5 - The Shanghai land auction saw a total transaction amount of 28.957 billion yuan for eight plots, with one plot in Xuhui district breaking the national record for land price at over 200,000 yuan per square meter [11] - The Congo Mining Company chairman stated that the country is seeking to establish a price for cobalt that promotes domestic processing, as Congo accounts for about 75% of global cobalt production [11] Group 6 - The CSRC has simplified the inheritance process for small estates of deceased investors, allowing direct processing for estates under 50,000 yuan without notarization [4] - The CSRC is also revising the Corporate Governance Guidelines for Listed Companies to improve the supervision of directors and senior management [4] Group 7 - The Hong Kong Hang Seng Index fell by 1.09% to 25,388.35 points, while southbound funds saw a significant net purchase exceeding 20 billion Hong Kong dollars, totaling over 820 billion Hong Kong dollars for the year [4] - The A-share market experienced a mild adjustment, with the STAR 50 index rising by 2.07%, while the Shanghai Composite Index fell by 0.33% [4] Group 8 - The China Securities Association released a "white list" of 21 professional institutional investors for offline investment in 2024, including major funds and securities firms [6] - The Shanghai Stock Exchange announced that the IPO of Hengkun New Materials on the STAR Market has been postponed, marking the first IPO project to be delayed this year [6] Group 9 - The U.S. Commerce Secretary stated that TikTok will be banned unless China agrees to give the U.S. more control over the app, to which the Chinese Foreign Ministry reiterated its stance on the issue [3] - The U.S. stock market saw slight gains, with the Dow Jones up 0.47% and the S&P 500 reaching a new historical high, supported by strong earnings reports [18] Group 10 - The international precious metals futures market saw a general decline, with COMEX gold futures down 1.04% and silver futures down 2.29% [23] - The oil market experienced a drop, with U.S. crude oil futures falling by 1.45% and Brent crude down by 1.11%, primarily due to reduced speculative positions [23]