投顾周刊：上海发布楼市新政“沪七条”

Group 1 - Shanghai released new real estate policies, "Hu Qitiao," which will reduce the social security payment requirement for non-local residents from 3 years to 1 year for purchasing homes within the outer ring, effective from February 26, 2026 [2] - The maximum family loan amount for public housing funds can reach 3.24 million yuan, and local residents can temporarily avoid property tax if the newly purchased home is their only property [2] - New fund issuance has exceeded 210 billion units this year, with 228 new funds established by February 26, showing significant growth compared to the previous year [2] Group 2 - The National Development and Reform Commission raised domestic gasoline and diesel retail prices by 175 yuan and 170 yuan per ton, respectively, effective from February 24, impacting consumer travel costs and logistics [2] - The 2026 Spring Festival box office reached 5.752 billion yuan, with 120 million viewers, indicating strong vitality in the cultural consumption market [3] - Public funds have distributed over 36.4 billion yuan in dividends this year, with 829 funds implementing dividend distributions [4] Group 3 - The U.S. has officially imposed a 10% global tariff, with plans to increase it to 15%, affecting various industries including large batteries and industrial chemicals [5] - India has relaxed regulations for its $384 billion actively managed stock funds, allowing more investment in gold and silver, enhancing flexibility amid rising global demand for hard assets [5] Group 4 - Recent global stock market performance has been mixed, with the Shanghai Composite Index rising by 1.98% and the Shenzhen Component Index by 2.80%, while U.S. indices saw declines [6][7] - The yield on 1-year Chinese government bonds rose by 0.71 basis points to 1.32%, while the 10-year U.S. Treasury yield fell by 11 basis points to 3.97% [10][11] Group 5 - Precious metals continued to show strength, with COMEX gold rising by 4.24% and silver by 13.80%, while international oil prices also increased [13][14] - Bank wealth management subsidiaries dominated financing in bank financial products, accounting for 73.97% of participating institutions and 95.67% of financing scale [15][16]