·北京出台楼市新政符合条件家庭五环外不再限制购房套数 8月9日起施行 ·证监会：将继续严把发行上市入口关不会出现大规模扩容的情况 ·美俄领导人将于8月15日在美国阿拉斯加州会晤将集中讨论乌克兰危机的长期和平解决方案特朗普将撤 换国税局长并由财政部长暂时代理 ·北京市住房和城乡建设委员会、北京住房公积金管理中心8日联合印发《关于进一步优化调整本市房地 产相关政策的通知》，自2025年8月9日起施行。通知明确，符合北京市商品住房购买条件的居民家庭， 购买五环外商品住房（含新建商品住房和二手住房）不限套数。对成年单身人士在本市购买商品住房 的，按照居民家庭执行限购政策。通知还从四方面加大了住房公积金支持力度。（新华财经） ·记者了解到，证监会未来将围绕增强资本市场的吸引力和包容性，进一步全面深化资本市场改革开 放，统筹推进投融资综合改革和投资者权益保护，着力巩固资本市场回稳向好势头。针对包容性增强会 否造成IPO大规模扩容的担忧，记者了解到，监管部门将继续严把发行上市入口关，做好逆周期调节， 不会出现大规模扩容的情况。（新华社） ·8月8日，最高人民法院发布关于贯彻落实《中华人民共和国民营经济促进法》的指导意见，进 ...

高技术船舶与海工装备是支撑海洋经济发展的核心领域，是集高端制造、新材料应用、智能化技术于一 体的战略性产业，对维护国家海洋权益、保障战略运输安全、建设海洋强国具有重要意义。 产业集群优势凸显 集群化是制造业向中高端迈进的重要空间形态和产业组织方式。记者从江苏省工信厅了解到，南通、扬 州、泰州作为江苏省三大造船基地，集聚了全省80%以上的船舶制造能力。目前，江苏省拥有船舶甲级 设计单位3家，国家级企业技术中心8家、省级中心71家。"蛟龙"号、"勇士"号、"奋斗者"号深海潜水 器，"天鲲号"绞吸疏浚船等大国重器以及极地探险邮轮、2万箱集装箱船等全国首制产品均在江苏交 付，覆盖配套全产品门类。 南通滨江临海连上海，交通区位独特、资源禀赋优越、产业基础扎实。历经半个世纪的发展，南通走出 了一条由修船、造船到高技术船舶、海工装备、高端配套协同发展之路，集聚规上企业440家，其中已 有43家成功上市、48家挂牌新三板。船舶海工产业已成为南通的一张城市名片。 "资本市场具有独特的风险共担、利益共享的激励相容机制，通过对关键要素和资产定价，可为不同发 展阶段的海洋企业提供私募股权融资、首发上市、并购重组、公司债券等金融产品和 ...

7月30日中共中央政治局会议提出，增强国内资本市场的吸引力和包容性，巩固资本市场回稳向好势头。会 议明确了下一阶段资本市场的发展方向，既与党的二十届三中全会、中央金融工作会议、中央经济工作会 议精神一脉相承，更是道明了推进资本市场高质量发展的主线。 稳的力量还在不断汇聚，中国资本市场有稳的底气、稳的基础、稳的举措。芦哲指出，随着新"国九 条"和"1+N"政策体系持续落地见效，更加注重提高市场内在稳定性、更加注重提升上市公司吸引力、更加注 重回报投资者的市场生态加快形成，资本市场"稳"的基础更加牢固。 外资纷纷看好后市，高盛、摩根士丹利、德意志银行等外资机构调高了对中国经济和资本市场的乐观预期， 从"可选项"到"必选项"，市场风潮的悄然转变，源于外资机构对于中国资产价值的"再发现"，源于对中国资本 市场稳市场、稳预期的信任投票，外资"真金白银"的加仓选择，折射出全球资本对中国资本市场未来的重新认 知。 "估值低、波动小、股息率高等优势，让中国资产配置价值进一步凸显，对境内外投资者的吸引力有望进一步 增强。"南开大学金融学教授田利辉指出，有必要进一步加强战略性力量储备和稳市机制建设，加快推动中长 期资金入市，扎实 ...

Group 1 - The core viewpoint of the article emphasizes that the China Securities Regulatory Commission (CSRC) will maintain strict control over the IPO process to prevent large-scale expansions, despite concerns about inclusivity [2] - The global markets are adapting to technological trends and enhancing institutional innovations, which in turn promotes the activity and strength of the secondary market [2] - The CSRC aims to deepen capital market reforms, focusing on nurturing long-term and patient capital, and accelerating the establishment of a policy system that supports long-term investments [2] Group 2 - The reform of the Sci-Tech Innovation Board and the Growth Enterprise Market will be key to developing diverse equity financing options, addressing the full lifecycle needs of various enterprises with a comprehensive product and service system [2] - There will be continuous improvement in the regulatory framework for listed companies, with a focus on the implementation of mergers and acquisitions reforms, increasing incentives for dividends and buybacks, and strengthening measures against financial fraud [2] - The goal is to enhance the quality of development for listed companies, ensuring better returns for investors [2]

Group 1 - The non-bank financial and securities industry is currently influenced by both policy environment and market activity, with potential for increased consumer spending and market vitality due to recent government measures [1] - The State Council has deployed personal consumption loan and service industry loan interest subsidy policies to lower financing costs, which is expected to stimulate consumption potential [1] - The central bank has indicated a moderately loose monetary policy for the second half of the year, emphasizing ample liquidity to support key areas such as technological innovation and small and micro enterprises [1] Group 2 - The introduction of the "Financial Infrastructure Supervision and Management Measures" strengthens overall regulation and clarifies the principle of "who approves, who supervises," enhancing the safety and international competitiveness of financial infrastructure [1] - The securities sector is expected to benefit from active market trading and the dividends of capital market reforms, indicating promising long-term development potential [1] - The Securities ETF (512880) tracks the securities company index (399975), which reflects the overall performance of listed companies in the securities industry, characterized by strong cyclicality and volatility [1]

Group 1 - The three major indices opened lower and declined, with the brokerage ETF (159842) dropping by 0.96% and a trading volume exceeding 33 million yuan, indicating active trading despite the decline [1] - As of August 7, the brokerage ETF (159842) has seen a net inflow of nearly 190 million yuan over five consecutive trading days, reflecting strong investor interest [1] - The brokerage ETF tracks the CSI All Share Securities Companies Index, which consists of up to 50 stocks from the securities industry to represent the overall performance of the sector [1] Group 2 - In the first half of the year, the securities industry showed strong performance, with 24 out of 27 listed brokerages reporting profits, and 23 of them expecting profit growth [2] - Brokerage and margin financing businesses benefited from favorable policies, leading to significant increases in market transactions and maintaining high margin financing balances [2] - The regulatory body is promoting industry mergers and enhancing self-regulation, shifting the industry focus from "license-driven" to "capability-driven," which is expected to sustain market activity and liquidity [2]

Group 1: Banking and Securities - The scale of bank wealth management increased slightly in July, reaching 30.94 trillion yuan, with a month-on-month growth of 0.29 trillion yuan, although bond market volatility led to a decline in yields [2] - Public fund issuance decreased by 22% month-on-month in July, with 95.7 billion yuan issued [2] - The current capital market reform is deepening, laying a foundation for the development of asset management products, with recommendations for quality stocks in retail and wealth management sectors [2] Group 2: Basic Chemicals and Oil & Gas - As of the end of July 2025, the CCPI crude oil price spread was approximately 294, remaining below the 30% percentile since 2012, indicating high volatility in oil prices due to global macroeconomic conditions [3] - The chemical product price spread has declined as most downstream chemical products enter a demand off-season, but industry profitability is expected to improve due to supply-side adjustments [3] - The capital expenditure growth rate in the industry turned negative for the first time since early 2021, suggesting a potential recovery in the second half of 2025 [3] Group 3: Macroeconomics - In July 2025, China's export growth rate increased to 7.2% year-on-year, up from 5.9% in June, while import growth rose to 4.1% from 1.1% [5] - The trade surplus slightly decreased to 98.2 billion USD, but still showed a year-on-year increase of 12.8 billion USD, supporting overall demand [5] Group 4: Power Equipment and New Energy - Following the cancellation of mandatory energy storage policies, market expectations for domestic energy storage demand have improved, driven by local supportive policies [7] - The demand for large-scale energy storage is expected to continue growing, with recommendations for companies like Sungrow Power Supply and CATL [7] Group 5: Coal and Energy - Since the second quarter, hydropower generation has declined, while thermal power generation has increased, leading to a rise in coal prices, which have rebounded by 51 yuan/ton (+8.3%) since June 12 [8] - The overall electricity demand has significantly increased due to extreme high temperatures across the country [8] Group 6: Key Companies - Hewei Electric reported a 36.39% year-on-year revenue increase in H1 2025, benefiting from high downstream demand [9] - Changshu Bank's net profit and operating income grew by 13.5% and 10.1% year-on-year, respectively, with a proposed interim dividend of 0.15 yuan per share [11] - Energy Transfer's revenue for H1 was 40.3 billion USD, with an adjusted EBITDA of 7.96 billion USD, indicating stable cash flow [12] Group 7: Technology and Internet - DoorDash's total transaction volume reached 24.24 billion USD in Q2 2025, a year-on-year increase of 23%, exceeding expectations [13] - Duolingo's revenue for Q2 was 252 million USD, reflecting a 41% year-on-year growth, with strong user conversion capabilities [14] Group 8: Automotive and Consumer Electronics - Xiaomi's revenue is expected to grow by 29% year-on-year in Q2 2025, with a focus on the automotive sector's development [21] - Uber's revenue for Q2 was 12.7 billion USD, a year-on-year increase of 18.2%, driven by growth in the food delivery business [20]

毕马威亚太区及中国金融业主管合伙人张楚东表示，中国证券业应强化功能性定位，通过科技驱动实现 业务的多元化和稳健化发展，践行国家战略，更好地服务经济持续回升向好。(完) （文章来源：中国新闻网） 报告称，2024年中国内地150家证券公司全年合计实现营业收入4380亿元(人民币，下同)，同比增长 8%；净利润1598亿元，同比增长16.2%。在资产规模方面，证券公司的总资产达到12.47万亿元，净资 产2.97万亿元，净资本2.31万亿元，分别较上年末增长5.4%、0.7%和6.0%，资本实力与抗风险能力持续 提升。 报告指出，进入2025年，政策支持持续优化完善、资本市场改革不断深化、高水平对外开放进一步扩 大、科技创新和产业创新深度融合，都为中国证券业的发展注入新动力，行业正呈现"头部集中、合规 趋严、科技赋能、国际竞逐"四大特征，各机构通过资源整合、特色定位与能力提升，迈向高质量发展 新周期。 中新社上海8月7日电(记者姜煜)毕马威中国7日发布《2025年中国证券业调查报告》称，2024年中国证 券业经营数据呈现稳中有升态势。 报告以中国证券业协会公布的150家中国内地证券公司2024年年度报告为基础，剖 ...

Group 1 - The Hong Kong Securities Index rose by 2.1%, the China Securities Bank Index increased by 1.6%, the CSI 300 Non-Bank Financial Index went up by 1.3%, and the CSI All Share Securities Company Index climbed by 1.1% [1] - The Hong Kong Securities ETF (513090) had an average daily trading volume exceeding 17 billion yuan over the past month, making it the top-performing stock ETF in the market [1] - CITIC Securities believes that several brokerage firms are expected to report increased semi-annual earnings, driven by favorable conditions in brokerage, margin financing, and investment banking businesses, alongside deepening capital market reforms and liquidity easing [1] Group 2 - The CSI 300 Non-Bank Financial Index consists of 27 stocks from the CSI 300 Index that belong to the capital market, other financial sectors, and the insurance industry, with the insurance sector accounting for over 35%, making it one of the indices with the highest insurance sector representation in the market [3] - The Hong Kong Securities ETF tracks the CSI Hong Kong Securities Investment Theme Index [4] - The index includes stocks from asset management, custodial banks, investment banking, and brokerage industries within the Hong Kong Stock Connect range, as well as the Hong Kong Stock Exchange [5]

新股民跑步入场。根据上交所最新披露的数据，2025年7月A股新开户数为196.36万户，同比增长 70.5%，去年7月A股新开户数则为115.14万户；环比增长19.27%，6月A股新开户数为164.64万户。 开户数就像A股市场的体温计，是投资者对资本市场信心最直观的体现。开户热说明近段时间A股市场 的表现符合投资者预期，得到了更多认可。市场回暖、政策红利的共振，是投资者对资本市场有信心的 关键所在。 "持续稳定和活跃资本市场"，高层定调之后，A股市场已经呈现出既稳定又活跃的典型特征。 交易行情显示，4月中旬以来，上证综指、深证成指、创业板指等各大主要指数稳步上行，A股日均成 交量更是常态化破万亿元。市场更稳，交投更活，赚钱效应随之而来，投资者的热情自然高涨。 新开户的股民正是用真金白银为中国经济投下了信任票。经济高质量发展的确定性、宏观政策预期的确 定性、中国资产估值修复的确定性等为保持市场平稳健康运行提供了基础和条件，稳中向好的经济数据 则为投资者吃下了"定心丸"。 创新药、半导体、人工智能、低空经济等新质生产力领域成果频现，经济转型升级过程中经济结构升级 优化，"高精尖"等硬科技行业贡献度占比稳步提升 ...