陆家嘴财经早餐2025年8月21日星期四

Economic Policies and Regulations - The Ministry of Finance and the State Taxation Administration announced that childcare subsidies will be exempt from personal income tax, effective from January 1, 2025 [2] - The State Council has emphasized the need for high-quality technological supply and policy support to promote the development of the biopharmaceutical industry [3] - The Financial Regulatory Bureau plans to introduce new regulations for commercial bank merger loans to support industrial transformation and upgrade [4] Market Performance - The A-share market saw a strong rebound, with the Shanghai Composite Index reaching a ten-year high, closing at 3766.21 points, up 1.04% [5] - The Hong Kong Hang Seng Index rose 0.17% to 25165.94 points, while the Hang Seng Technology Index fell slightly [5] - The securities sector has shown significant performance, with an industry index increase of over 7% in August, and several stocks within the sector rising more than 10% [5] Corporate Earnings and Announcements - Over 140 companies have announced cash dividends totaling over 100 billion yuan during the A-share semi-annual report disclosure period [6] - Baidu reported a total revenue of 32.7 billion yuan for Q2, a year-on-year decrease of 4%, while its net profit attributable to Baidu increased by 33% to 7.3 billion yuan [8] - Companies like Wan Tong Development and Tianwei Foods are planning to issue H-shares and list on the Hong Kong Stock Exchange [10] International Market Insights - The U.S. Federal Reserve's July meeting minutes indicated a consensus among decision-makers to maintain interest rates, with concerns about inflation risks outweighing employment risks [3] - The U.S. Treasury Secretary signaled that stablecoins may become a source of demand for U.S. government bonds [12] - The European Central Bank's President noted potential economic slowdown in the Eurozone, despite recent agreements reducing uncertainty [15] Commodity and Currency Markets - The price of crude oil rose by 1.73% to $62.84 per barrel, driven by a significant drop in U.S. oil inventories [23] - The onshore RMB against the U.S. dollar closed at 7.1793, appreciating by 27 basis points [25] - Precious metals saw a general increase, with COMEX gold futures rising by 1.00% to $3392.20 per ounce [23]