刚刚！国常会最新部署！

Core Viewpoints - The State Council meeting emphasized ecological environment protection, government procurement reform, and financial regulation as key areas for high-quality economic development and risk prevention [4]. Group 1: Government Policies - The meeting reiterated that the construction of a beautiful China requires long-term efforts and emphasized enhancing green development momentum through high-level protection [4]. - A new policy for government procurement was discussed, focusing on establishing domestic product standards and specific requirements for key components and processes [4]. - The draft revision of the Banking Supervision Law was approved in principle, aiming to improve management systems and combat illegal financial activities, addressing urgent financial risks in real estate and local debts [4]. Group 2: Market Analysis - The Shanghai Composite Index fell by 1.3% while the ChiNext Index rose by 2.34% during the week, indicating a mixed market performance [10]. - The market showed signs of volatility with significant fluctuations in trading volume, particularly on Thursday, which saw increased activity, while Friday experienced a notable decrease in trading volume [10][11]. - Economic data for August showed a decline in industrial output and retail sales, but market sentiment and liquidity are currently more influential in interpreting these fundamentals [11]. Group 3: Investment Opportunities - The IPO of Moore Threads, which plans to raise 8 billion yuan for AI chip development, reflects strong regulatory support for hard technology enterprises amid tightening IPO conditions [6]. - The net inflow of cross-border funds reached 3.2 billion USD in August, driven by increased foreign exchange earnings from exports and the attractiveness of Chinese assets [7][8]. - The trend of residents moving deposits into the stock market is expected to continue, providing substantial incremental funds for the equity market [11].