陆家嘴财经早餐2025年9月20日星期六

Group 1 - President Xi Jinping and President Trump had a constructive phone call regarding the current state of China-US relations, emphasizing the need to avoid unilateral trade restrictions and ensure a fair business environment for Chinese companies in the US [2] - Shanghai has optimized its property tax policy, exempting first-time homebuyers with residence permits and families with residence permits for over three years from taxes on their first home and on second homes under 60 square meters [2] Group 2 - The State Council, led by Premier Li Qiang, discussed the implementation of domestic product standards in government procurement, ensuring fair competition among various business entities [3] - The National Foreign Exchange Administration reported that in August, China's foreign exchange market operated smoothly, with non-bank sectors' cross-border receipts and payments reaching $1.3 trillion, a year-on-year increase of 8% [3] - The Ministry of Commerce disclosed that from January to August, actual foreign investment in China amounted to 506.58 billion yuan, a year-on-year decrease of 12.7%, while certain sectors like e-commerce services and aerospace manufacturing saw significant growth [3] Group 3 - The China Securities Regulatory Commission emphasized the importance of risk prevention and high-quality development in the capital market, accelerating the next round of reforms and opening up [5] - The A-share market saw a collective decline in major indices, with the Shanghai Composite Index closing down 0.3% at 3820.09 points, while the total trading volume for the day reached 2.35 trillion yuan [5] Group 4 - The Hong Kong Hang Seng Index closed nearly flat at 26545.1 points, with the technology index rising by 0.37% [6] - The Shanghai Stock Exchange is monitoring stocks with significant price fluctuations, including Tianpu Co. and Shoukai Co., and has initiated special investigations into major corporate events [6] Group 5 - The Ministry of Commerce held a meeting to discuss the development of the automotive aftermarket, aiming to eliminate restrictive measures and boost consumption in this sector [9] - The Ministry of Industry and Information Technology announced a plan to introduce 300 upgraded innovative products by 2026 and cultivate ten industry clusters with over 100 billion yuan in scale [9] Group 6 - The international gold futures market saw a rise, with COMEX gold futures increasing by 1.12% to $3719.4 per ounce, supported by a weaker dollar and ongoing global central bank purchases [18] - International oil prices weakened, with WTI crude oil futures falling by 1.42% to $62.36 per barrel, amid ongoing geopolitical risks and supply-demand dynamics [18] Group 7 - The onshore RMB against the US dollar closed at 7.1125, down 46 basis points from the previous trading day, while the offshore RMB also saw a decline [19] - The Bank of Thailand stated it is closely monitoring the Thai baht and has not observed any abnormal speculative behavior [19]