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下周关注:7月宏观经济数据将公布 这些投资机会最靠谱
Di Yi Cai Jing· 2025-08-10 01:43
Economic Data Release - The National Bureau of Statistics will release July economic data including industrial added value, fixed asset investment, and retail sales on August 15 [1] - Financial data for July, such as M2, new loans, and social financing, is also expected to be released next week [2] Financial Data Expectations - Huatai Securities estimates that new RMB loans in July will be approximately 220 billion, with social financing expected to be around 1.3 trillion, continuing to show year-on-year growth [2] - The year-on-year growth rate of RMB loans is expected to slightly decrease from 7.1% in June to 7.0% in July, while the year-on-year growth rate of social financing stock is expected to increase from 8.9% in June to 9% [2] Stock Market Developments - The Hang Seng Innovative Drug Index and the Hang Seng Hong Kong Stock Connect Innovative Drug Index will implement a revision plan on August 11, which will explicitly exclude CXO companies [3] - A new round of domestic refined oil price adjustments will open on August 12, with an expected increase of 30 yuan per ton based on the average crude oil price of 68.82 USD per barrel [5] Stock Unlocking Events - From August 11 to August 15, 34 companies will have their restricted shares unlocked, totaling 3.057 billion shares with a total market value of 232.51 billion [6] - The top three companies by unlocking market value are Haiguang Information (195.71 billion), Zhiwei Intelligent (9.448 billion), and Guoxin Securities (6.45 billion) [6] New Stock Issuance - One new stock, Hongyuan Co., will be issued next week with a subscription code of 920018, priced at 9.17 yuan [9]